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| Happy Holidays!! thanks for using AUM13F!! |
| Palmer Square Capital Management LLC
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| CRD # | 155697 |
| SEC # | 801-72047 |
| CIK # | 0001483325 |
| AUM | $27.1 B (2025-05-20) |
| Employees | 71 (46% Investors, 6% Brokers) |
| Phone | 816-994-3200 |
| Address | 1900 Shawnee Mission Parkway Mission Woods, KS 66205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) | 29 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 1.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 65 | 22.9 |
| (g) Pension and profit sharing plans | 2 | 0.2 |
| (h) Charitable organizations | 9 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 27.1 |
| By Discretionary | ||
| Discretionary | 152 | 27.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 27.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.3 | |
| United States Persons | 7.8 | |
| Total | 152 | 27.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Sophia Dilbert | 109 | |||
| Charles Thomas | 157 | |||
| Andrew Dean | 29 | |||
| Jeffrey Fox | 12 | |||
| Gary Henson | 12 | |||
| Stephen Sadler | 8 | |||
| Michael Nathanson | 7 | |||
| Christopher Long | 44 | |||
| Angie Long | 13 | |||
| Palmer Square Capital Management LLC | 29 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001483325] |
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|---|---|---|
|
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Wealthspire Advisors LLC
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NY | 25.8 |
|
Rothschild and Co Wealth Management UK Limited
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|
1919 Investment Counsel LLC
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MD | 24.0 |