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| Palmer Square Capital Management LLC
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|---|---|
| CRD # | 155697 |
| SEC # | 801-72047 |
| CIK # | 0001483325 |
| AUM | $25.6 B (2026-05-19) |
| Employees | 76 (43% Investors, 7% Brokers) |
| Phone | 816-994-3200 |
| Address | 1900 Shawnee Mission Parkway Mission Woods, KS 66205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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 | |
| View All | ||||
| 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 | Director | 109 | 44 | |
| Charles Thomas | Director | 160 | 30 | |
| Andrew Dean | Director | 29 | 12 | |
| Jeffrey Fox | Executive Officer | 17 | 5 | |
| Gary Henson | Executive Officer | 12 | 5 | |
| Michael Nathanson | Executive Officer | 8 | 4 | |
| Stephen Sadler | Executive Officer | 8 | 4 | |
| Christopher Long | Director, Executive Officer | 45 | 3 | |
| Angie Long | Executive Officer | 14 | 3 | |
| Ronald Sellers | Executive Officer | 3 | 3 | |
| Palmer Square Capital Management LLC | Promoter | 32 | 2 | |
| Palmer Square Capital Advisors LLC | Executive Officer, Promoter | 24 | 2 | |
| Fred Coulson | Director | 6 | 2 | |
| Donald Trotter | Executive Officer | 2 | 2 | |
| Atlantic Asset Management LLC | Executive Officer | 2 | 2 | |
| NA Palmer Square Capital Management LLC | Director, Promoter | 4 | 1 | |
| NA Commonwealth Trust Company | Executive Officer | 3 | 1 | |
| NA National Advisors Trust Company Fsb | Executive Officer | 2 | 1 | |
| Maps Capital Management LLC | Promoter | 1 | 1 | |
| NA National Advisors Trust Fsb | Executive Officer | 1 | 1 | |
| Montage Alternative Advisors LLC | Promoter | 1 | 1 | |
| NA Palmer Square Capital Advisors LLC | Promoter | 1 | 1 | |
| Montage Alternative Capital LLC | Executive Officer | 1 | 1 | |
| Maps Capital Advisors LLC | Executive Officer | 1 | 1 | |
| Scott Schweitzer | Director | 1 | 1 | |
| Kirby Hamilton | Executive Officer | 1 | 1 | |
| Palmer Square Capital Management | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001483325] |
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