Palladium Heritage Management

Private Equity SEC-registered adviser

Legal name: Palladium Heritage Management, LLC

New York, NY Website

AUM

$37.2M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$32.5M
Gross asset value

Employees

2

Last Form D raise

Dec 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

K
Katherine Lehman
Chief Executive Officer
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Palladium Heritage Fund, L.P.Private Equity$31.5M$36.7M21Dec 2024Cool
Palladium Heritage (parallel) Fund, L.P.Private Equity$1.1M$1.2M12Dec 2024Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
321623
SEC file number
801-125771

Sources