9AT: PALM DRIVE CAPITAL LLC

other names

PALM DRIVE CAPITAL LLC

Adviser Profile

As of Date	02/17/2026
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	7 17%
of those in investment advisory functions	6
Registration	SEC, Approved, 02/21/2019

AUM^*	376,386,304 0%
of that, discretionary	376,386,304 0%
Private Fund GAV^*	376,386,305 14%
Avg Account Size	12,546,210 -23%
SMA’s	No
Private Funds	32 9
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 Date01/27/2026	Form ADV-E View Report
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

Fund Type	Count	GAV
Fund TypeVenture Capital Fund	Count32	GAV$376,386,305

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 Fund-	Other Fund9.5m	Total Private Fund GAV9.5m	AUM1.5b	#Funds4
Adviser INTEGRA GLOBAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund30.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.1m	AUM684.1m	#Funds8
Adviser ESO MANAGEMENT SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund485.6m	Other Fund-	Total Private Fund GAV971.2m	AUM410.6m	#Funds6
Adviser SCHECHTER PRIVATE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund166.8m	Other Fund-	Total Private Fund GAV333.6m	AUM171.7m	#Funds41
Adviser CMT ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund425.3m	Other Fund-	Total Private Fund GAV850.5m	AUM532.7m	#Funds18
Adviser AWM CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.5m	Securitized Asset Fund-	Venture Capital Fund107.3m	Other Fund256.3k	Total Private Fund GAV216.4m	AUM1.5b	#Funds12
Adviser ARTIST CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund609.7m	Other Fund-	Total Private Fund GAV1.2b	AUM417.6m	#Funds22
Adviser LEWIS & CLARK PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund396.6m	Other Fund-	Total Private Fund GAV793.1m	AUM262.9m	#Funds9
Adviser CSC UPSHOT VENTURES MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund216.2m	Other Fund-	Total Private Fund GAV432.4m	AUM218.5m	#Funds1
Adviser ACORN CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund355.3m	Other Fund-	Total Private Fund GAV710.6m	AUM355.3m	#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

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Private Funds Structure

Similar advisers

Brochure Summary

Overview