PALMER SQUARE BDC ADVISOR LLC
Latest filing: Mar 28, 2025 (111 days ago)
AUM
$1,363,582,236
23% change vs. 1 year ago
23% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
71
27% change vs. 1 year ago
78% change vs. 3 years ago
122% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MISSION WOODS, KS
1900 SHAWNEE MISSION PARKWAY,, MISSION WOODS, KS, UNITED STATES, 66205
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.0 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.4 |
| Institutional | $0.0 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PALMER SQUARE CAPITAL MANAGEMENT LLC | $27.1 | 155697 | |
| PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | $7.8 | 310321 | |
| PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC | $0.1 | 324817 | |
| PALMER SQUARE OPPORTUNISTIC CREDIT FUND GP LLC | $0.0 | - | |
| PALMER SQUARE CAPITAL ADVISORS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| LONG, CHRISTOPHER, DALE | CHIEF EXECUTIVE OFFICER, TRUSTEE |
| BETZ, SCOTT, ANDREW | CHIEF OPERATING OFFICER |
| LONG, ANGIE, KNIGHTON | TRUSTEE |
| FOX, JEFFREY, DOERR | CHIEF FINANCIAL OFFICER |
| BRICE, STACY, RENEE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.4 | $0.0 | 0% | 71 | 0 | 0% |
| 2025-04-21 | $1.4 | $0.0 | 0% | 71 | 0 | 0% |
| 2024-04-02 | $1.1 | $0.3 | 23% | 56 | 15 | 27% |
| 2023-04-04 | $1.0 | $0.3 | 34% | 48 | 23 | 48% |
| 2022-04-01 | $1.1 | $0.3 | 23% | 40 | 31 | 78% |
| 2021-04-05 | $0.7 | $0.7 | 109% | 33 | 38 | 115% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 32 | 39 | 122% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV