PALMER SQUARE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2011
Total AUM
$25.6B
Discretionary
$25.6B
100% of AUM
Avg account
$161M
Accounts
159
Employees
76
Advisory reps
9

Firm details

Headquarters
MISSION WOODS, Kansas
CRD number
155697
Registered since
January 3, 2011
Website
www.palmersquarecap.com
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.99%
  • Investment Companies8.81%
  • Corporations / Businesses2.89%
  • HNWI1.43%
  • Charitable Organizations1.37%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Palmer Square Capital Management LLC is an SEC-registered investment manager organized as an LLC and first registered in 2011. The firm operates as a combined manager and sponsor across several pooled vehicles, with its business classified across hedge fund strategies, securitized asset funds, and multi-strategy fund management. Its client base includes both high‑net‑worth individuals and families as well as institutional investors. Palmer Square provides portfolio management for individuals, pooled investment vehicles, investment companies and institutional clients, and it also performs selection-of-adviser duties. It operates in roles typical of a sponsor/GP and is registered to act as a CPO/CTA. Compensation combines a percentage-of-AUM fee model with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Private Funds 59%, Derivatives 13%, US Government Bonds 9%, Investment Grade Corp Bonds 8%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, Exchange Traded Equities 1%59%
  • Private Funds59%
  • Derivatives13%
  • US Government Bonds9%
  • Investment Grade Corp Bonds8%
  • Non-Exchange Traded Equities5%

Owners & executives

3 of 4

  • CHRISTOPHER LONG

    Chairman, Chief Executive Officer, and Portfolio ManagerCRD 4821076

  • SCOTT BETZ

    Chief Operating OfficerCRD 5907642

  • ANGIE LONG

    Chief Investment Officer/Portfolio ManagerCRD 4016555

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Contacts

3 of 5

  • DANIEL BELLCHAMBER

    Registered RepresentativeCRD 5804097

  • JAY LIEBERMAN

    Vice PresidentCRD 5602299

  • MATTHEW BLOOMFIELD

    TrusteeCRD 4752990

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Wealth teams

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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

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