Palmer Square Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Related People
Fund Service Providers
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Palmer Square Capital Management LLC
CRD #155697
SEC #801-72047
CIK #0001483325
AUM $25.6 B (2026-05-19)
Employees 76 (43% Investors, 7% Brokers)
Phone816-994-3200
Address1900 Shawnee Mission Parkway
Mission Woods, KS 66205
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
30241812602010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
SA Palmer Square CLO 2026-1 Ltd 2026-05-19 600.0
SA Palmer Square CLO 2025-5 Ltd 2026-02-17 502.3
SA Palmer Square Loan Funding 2025-3 Ltd 2026-02-17 648.8
SA Palmer Square CLO 2025-3 Ltd 2025-11-18 500.9
SA Palmer Square CLO 2025-4 Ltd 2025-11-18 401.0
SA Palmer Square Loan Funding 2025-2 Ltd 2025-11-18 597.2
SA Palmer Square CLO 2025-2 Ltd 2025-08-19 500.1
SA Palmer Square CLO 2025-1 Ltd 2025-05-20 501.0
SA Palmer Square Loan Funding 2025-1 Ltd 2025-05-20 567.8
SA Palmer Square CLO 2024-4 Ltd 2025-02-21 499.2
SA Palmer Square Loan Funding 2024-2 Ltd 2025-02-21 820.8
SA Palmer Square CLO 2024-2 Ltd 2024-11-22 559.3
SA Palmer Square CLO 2024-3 Ltd 2024-11-22 500.3
SA Palmer Square Loan Funding 2024-1 Ltd 2024-11-22 429.2
SA Palmer Square Loan Funding 2024-3 Ltd 2024-08-29 725.0
SA Palmer Square CLO 2024-1 Ltd 2024-05-30 551.1
SA Palmer Square CLO 2023-3 Ltd 2024-02-28 501.0
SA Palmer Square CLO 2023-4 Ltd 2024-02-28 501.6
SA Palmer Square Loan Funding 2023-2 Ltd 2024-02-28 297.5
HF Guilford Capital Credit III LP [2023-11-28] 833.4 466.0
SA Palmer Square CLO 2023-2 Ltd 2023-08-25 400.7
SA Palmer Square Loan Funding 2023-1 Ltd 2023-08-25 0.9
SA Palmer Square CLO 2023-1 Ltd 2023-05-25 401.6
HF Palmer Square Excelsior Investments Fund LLC [2023-05-25] 239.3 253.3
SA Palmer Square Loan Funding 2022-4 Ltd 2023-05-25 222.6
SA Palmer Square CLO 2022-1 Ltd 2023-03-01 501.3
SA Palmer Square CLO 2022-2 Ltd 2023-03-01 499.7
SA Palmer Square CLO 2022-4 Ltd 2023-03-01 501.8
SA Palmer Square Loan Funding 2022-1 Ltd 2023-03-01 0.9
SA Palmer Square Loan Funding 2022-2 Ltd 2023-03-01 16.4
SA Palmer Square Loan Funding 2022-3 Ltd 2023-03-01 373.7
SA Palmer Square Loan Funding 2022-5 Ltd 2023-03-01 0.0
HF Palmer Square Strategic Opportunities Offshore Fund LP [2023-03-01] 40.0 34.6
SA Palmer Square CLO 2021-2 Ltd 2022-03-31 550.8
SA Palmer Square CLO 2021-3 Ltd 2022-03-31 800.3
SA Palmer Square CLO 2021-4 Ltd 2022-03-31 749.5
SA Palmer Square Loan Funding 2021-2 Ltd 2022-03-31 0.8
SA Palmer Square Loan Funding 2021-3 Ltd 2022-03-31 8.2
SA Palmer Square Loan Funding 2021-4 Ltd 2022-03-31 5.2
HF Palmer Square Multi-Asset Credit Fund LLC [2022-03-31] 723.7 742.4
SA Palmer Square CLO 2020-2 Ltd 2021-03-31 401.0
SA Palmer Square CLO 2021-1 Ltd 2021-03-31 475.1
SA Palmer Square Loan Funding 2020-2 Ltd 2021-03-31 0.0
SA Palmer Square Loan Funding 2020-3 Ltd 2021-03-31 332.6
SA Palmer Square Loan Funding 2020-4 Ltd 2021-03-31 0.0
SA Palmer Square Loan Funding 2021-1 Ltd 2021-03-31 0.7
HF Palmer Square Strategic Debt Fund LLC [2021-03-31] 107.7 271.2
SA Palmer Square CLO 2019-1 Ltd 2020-03-26 399.4
SA Palmer Square CLO 2020-1 Ltd 2020-03-26 451.0
SA Palmer Square Credit Funding 2019-1 Ltd 2020-03-26 10.9
HF Palmer Square Floating Rate Fund LLC [2020-03-26] 62.3 42.8
Other Palmer Square Income Plus Fund LLC [2020-03-26] 1,535.7 981.2
SA Palmer Square Loan Funding 2019-1 Ltd 2020-03-26 247.4
SA Palmer Square Loan Funding 2019-2 Ltd 2020-03-26 0.0
SA Palmer Square Loan Funding 2019-3 Ltd 2020-03-26 0.0
SA Palmer Square Loan Funding 2019-4 Ltd 2020-03-26 0.0
SA Palmer Square Loan Funding 2020-1 Ltd 2020-03-26 0.0
HF Guilford Capital Credit II LP [2019-03-28] 578.7 434.7
SA Palmer Square CLO 2018-1 Ltd 2019-03-28 468.8
SA Palmer Square CLO 2018-3 Ltd 2019-03-28 4.6
SA Palmer Square Loan Funding 2018-1 Ltd 2019-03-28 279.0
SA Palmer Square Loan Funding 2018-2 Ltd 2019-03-28 284.5
SA Palmer Square Loan Funding 2018-3 Ltd 2019-03-28 234.9
SA Palmer Square Loan Funding 2018-4 Ltd 2019-03-28 0.0
SA Palmer Square Loan Funding 2018-5 Ltd 2019-03-28 234.6
SA Palmer Square Loan Funding 2017-1 Ltd 2018-03-29 176.9
HF Palmer Square Senior Loan Fund LLC [2018-03-29] 160.6 112.2
Other Palmer Square CLO 2014-1R Ltd 2017-03-31 82.8
Other Palmer Square CLO 2017-1 Ltd 2017-03-31 91.9
Other Loan Funding II Ltd 2016-03-29 0.0
Other Loan Funding I Ltd 2016-03-29 26.2
HF Palmer Square Capital Special Situations Fund LP [2016-03-29] 4.4 1.4
SA Palmer Square CLO 2015-1 Ltd 2016-03-29 708.9
SA Palmer Square CLO 2015-2 Ltd 2016-03-29 3.7
SA Palmer Square Loan Funding 2016-2 Ltd 2016-03-29 18.0
SA Palmer Square Loan Funding 2016-3 Ltd 2016-03-29 18.0
HF Palmer Square Opportunistic Credit Fund LP 2016-03-29 846.0
HF Palmer Square Opportunistic Credit Fund Ltd [2016-03-29] 292.3 21.2
HF Guilford Capital Credit LP [2015-03-27] 434.0 107.7
SA Palmer Square CLO 2014-1 Ltd 2014-03-31 2.9
SA Palmer Square CLO 2013-1 Ltd 2013-10-15 0.1
SA Palmer Square CLO 2018-2 Ltd 2013-10-15 467.7
Other Palmer Square Investment Grade Plus Trust [2013-10-15] 4.4 4.4
HF Palmer Square Opportunistic Credit Fund US LLC [2013-03-28] 815.6 271.0
Other Palmer Square Opportunistic Investment Grade Plus Trust [2013-03-28] 48.6 0.3
Other Palmer Square Ultra-Short Duration Investment Grade Fund LLC [2013-03-28] 806.6 390.0
HF Palmer Square Emerging Manager Fund II LP [2012-07-20] 1.0 1.6
HF Colony Multi-Strategy Fund LP [2012-03-13] 24.8 26.0
HF Palmer Square Emerging Manager Fund LP [2012-03-13] 101.2 5.6
HF Palmer Square Multi-Strategy Fund LP [2012-03-13] 115.9 0.7
HF Palmer Square Multi-Strategy Fund Ltd [2012-03-13] 6.6 0.0
HF Palmer Square Opportunity Fund LP [2012-03-13] 1.0 6.2
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 47 0.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 8 2.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 74 21.5
(g) Pension and profit sharing plans 2 0.2
(h) Charitable organizations 12 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 4 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 12 0.7
(n) Other 0 0.0
Total 159 25.6
By Discretionary
Discretionary 159 25.6
Non-Discretionary 0 0.0
Total 159 25.6
By Non-United States Persons
Non-United States Persons 16.3
United States Persons 9.3
Total 159 25.6
Form D Directors Role # Filings # Firms 2011 - 2026
Sophia Dilbert 109 44
Charles Thomas 160 29
Andrew Dean 29 12
Jeffrey Fox 17 5
Gary Henson 12 5
Stephen Sadler 8 4
Michael Nathanson 8 4
Christopher Long 45 3
Angie Long 14 3
Ronald Sellers 3 3
View All
EDGAR Form CIK 2011 - 2026
3 [0001483325]
Form 3/4/5 Subject 2011 - 2026
Palmer Square Opportunistic Income Fund
Palmer Square Capital Management LLC
Ascent Investment Partners LLC
Tortoise Capital Advisors LLC
Mariner Real Estate Partners II, LLC
Mariner Anderson One LLC
Montage Investments LLC
Mariner Insurance Resources LLC
440 Investment Group LLC
Tortoise Holdings LLC
View All
Comparable Firms State AUM ($B)
Diamond Hill Capital Management Inc
OH 29.4
Winslow Capital Management LLC
MN 28.7
Rothschild and Co Wealth Management UK Limited
28.5
Silvercrest Asset Management Group LLC
NY 28.3
Morrison US LLC
28.0
Fred Alger Management LLC
NY 26.1
Driehaus Capital Management LLC
IL 26.1
1919 Investment Counsel LLC
MD 26.0
Polen Capital Management LLC
FL 24.1
Longfellow Investment Management Co LLC
MA 23.4
Terms | Privacy | Providers | Guide
tony@aum13f.com