9AT: PALM DRIVE CAPITAL LLC

other names

PALM DRIVE CAPITAL LLC

Adviser Profile

As of Date	02/18/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	6 -25%
of those in investment advisory functions	6
Registration	SEC, Approved, 02/21/2019

AUM^*	319,326,989 -15%
of that, discretionary	319,326,989 -24%
Private Fund GAV^*	316,561,860 -4%
Avg Account Size	15,206,047 -13%
SMA’s	No
Private Funds	23
Contact Info	347 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name WEAVER AND TIDWELL, L.L.P.	Filing Date10/28/2024	Form ADV-E View Report
Accounting Firm Name WEAVER AND TIDWELL, L.L.P.	Filing Date01/26/2024	Form ADV-E View Report
Accounting Firm Name WITHUMSMITH+BROWN, PC	Filing Date10/26/2022	Form ADV-E View Report

Fund Type	Count	GAV
Fund TypeVenture Capital Fund	Count23	GAV$316,561,860

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GOEHRING & ROZENCWAJG ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund884.0k	Other Fund9.5m	Total Private Fund GAV11.3m	AUM726.2m	#Funds4
Adviser INTEGRA GLOBAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund15.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV15.6m	AUM562.6m	#Funds8
Adviser ESO MANAGEMENT SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund463.0m	Other Fund-	Total Private Fund GAV926.0m	AUM390.6m	#Funds6
Adviser SCHECHTER PRIVATE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund389.5m	Other Fund-	Total Private Fund GAV779.0m	AUM304.4m	#Funds49
Adviser CMT ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund422.2m	Other Fund-	Total Private Fund GAV844.4m	AUM491.4m	#Funds19
Adviser AWM CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund70.8m	Other Fund256.3k	Total Private Fund GAV141.9m	AUM1.2b	#Funds10
Adviser ARTIST CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund390.6m	Other Fund-	Total Private Fund GAV781.2m	AUM195.1m	#Funds16
Adviser LEWIS & CLARK PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund371.6m	Other Fund-	Total Private Fund GAV743.2m	AUM264.1m	#Funds9
Adviser CSC UPSHOT VENTURES MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund233.4m	Other Fund-	Total Private Fund GAV466.9m	AUM236.9m	#Funds1
Adviser ACORN CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund239.2m	Other Fund-	Total Private Fund GAV478.4m	AUM239.2m	#Funds3

Brochure Summary

Overview

Advisory Business A. PDC was founded as a venture capital firm in 2014 and is principally owned by Seamon Chan and Hendrick Lee. B. PDC provides investment management services to private equity oriented pooled investment vehicles, (each a “Fund” or “Client” and collectively the “Funds” or “Clients”), which are sponsored by affiliates of PDC that serve as the general partners to the limited partnerships (each, a “General Partner”). The Funds are subject to the investment objectives, terms and conditions outlined in their respective offering documents, which include but are not limited to subscription agreements, limited partnership/operating agreements and investment management agreements. Collectively, the investment advisory agreements and offering documents are referred to herein as the “Governing Documents.”

While PDC focuses on the strategies discussed throughout the Brochure, the Firm does not necessarily limit the types of investments on which it advises. C. To the extent agreed upon in the Governing Documents, PDC tailors its investment advisory services to be consistent with each Fund’s investment strategy, return profile, concentration limits, time horizon, liquidity mandates and other related objectives, as defined therein. Underlying investors may not impose restrictions on investing in certain securities or types of securities. D. PDC does not participate as a sponsor of or portfolio manager to any wrap fee programs. E. As of December 31, 2022, the Firm has approximately $420,421,256 in regulatory assets under management, all of which was managed on a discretionary basis.

PALM DRIVE CAPITAL LLC

Adviser Profile

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Brochure Summary

Overview