PALMER SQUARE BDC ADVISOR LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
76
Advisory reps
4

Firm details

Headquarters
MISSION WOODS, Kansas
CRD number
306742
Registered since
January 2, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Palmer Square Bdc Advisor LLC is structured to provide portfolio management services to an investment company, operating primarily as the adviser to a business development company (BDC) or similar pooled vehicle. The firm’s activities center on managing a single institutional client mandate, using a concentrated, discretionary approach where investment decisions are made on behalf of the fund. Its compensation mixes a percentage-of-assets fee with performance-based fees, which aligns the adviser’s economics with fund performance. The adviser was registered with the SEC in 2020 and is organized as a limited liability company. It is identified as a related adviser to other entities and is involved in sponsor or GP roles for pooled investment vehicles, indicating that it’s not solely a third‑party manager but also participates in structuring and managing private pooled vehicles. The snapshot data indicates the firm is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • SCOTT BETZ

    Chief Operating OfficerCRD 5907642

  • CHRISTOPHER LONG

    Chairman, Chief Executive Officer, and Portfolio ManagerCRD 4821076

  • JEFFREY FOX

    Director, Chief Financial OfficerCRD 4989750

Contacts

1 of 1
  • BENJAMIN WIESENFELD

    Corporate Compliance OfficerCRD 4953234

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MISSION WOODS, KS

JOHNSON

Location

MISSION WOODS, KS

Headquartered in MISSION WOODS, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
1900 Shawnee Mission Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth