Palmer Square Private Credit Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$77.2M
Discretionary
$77.2M
100% of AUM
Avg account
$77.2M
Accounts
1
Employees
76
Advisory reps
5

Firm details

Headquarters
Mission Woods, Kansas
CRD number
324817
Registered since
March 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palmer Square Private Credit Management LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. It operates as a related adviser and also fills sponsor/GP and commodity pool operator/CTA roles for pooled structures, indicating active involvement on both the management and operational sides of private funds. The firm’s fee model combines a percentage of assets under management with performance-based fees, consistent with private fund structures. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not act as a multi-state adviser or pension consultant.

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 4
  • Jeffrey Fox

    Jeffrey Fox

    Director, Chief Financial OfficerCRD 4989750

  • Scott Betz

    Scott Betz

    Chief Operating OfficerCRD 5907642

  • Angie Long

    Angie Long

    Chief Investment Officer/Portfolio ManagerCRD 4016555

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Contacts

1 of 1
  • Benjamin Wiesenfeld

    Benjamin Wiesenfeld

    Corporate Compliance OfficerCRD 4953234

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

Intelligence for Private Wealth