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Building 2PALLADIUM HERITAGE MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone(212) 218-5150
NotebookSEC #801-125771
Total AUM
$37.2M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 AVENUE OF THE AMERICAS
31ST FLOOR
NEW YORK
NY 10020
United States
Operating Hours
9:00AM - 6:00PM EST
Monday - Friday
Phone
(212) 218-5150
Other Offices
1

ReceiptFinancials

Total AUM
$37.2M
Accounts
2
Discretionary
$37.2M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$37.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADVISORY, MONITORING, TRANSACTION AND SIMILAR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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