Palmer Square Bdc Advisor LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$1.2B

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Palmer Square Bdc Advisor LLC is an SEC-registered institutional RIA that provides portfolio management specifically for investment companies. The firm registered with the SEC in 2020 and serves an institutional client base rather than retail investors. Its business is structured as a limited liability company and ownership is identified as a mix of a domestic entity and an individual. The adviser is designated as a related adviser and is not positioned as a capital allocator. Fee arrangements combine a percentage-of-AUM component with performance-based fees, a compensation model commonly used by managers of closed-end or pooled vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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