PALMER SQUARE BDC ADVISOR LLC
Firm details
- Headquarters
- MISSION WOODS, Kansas
- CRD number
- 306742
- Registered since
- January 2, 2020
- Website
- www.palmersquarecap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3SCOTT 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 1BENJAMIN WIESENFELD
Corporate Compliance OfficerCRD 4953234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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