Palmer Square Capital Management LLC

RIASEC RegisteredEst. 2011

Total AUM

$25.6B

Discretionary

$25.6B

100% of AUM

Avg account

$161M

Accounts

159

Employees

Advisory reps

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 a privately held asset manager organized as an LLC and registered with the SEC since 2011. The firm blends hedge fund and securitized-asset strategies and functions as a multifaceted fund manager and sponsor of pooled vehicles. Its clientele includes both high-net-worth individuals and families as well as institutional investors. Compensation is typical of alternative managers: a percentage-of-assets management fee combined with performance-based fees. Palmer Square also operates in commodity pool/commodity trading adviser capacities and provides portfolio management across individual, pooled, and institutional mandates, in addition to selecting and overseeing third-party advisers. The firm does not market itself as an ESG investor.