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PALMER SQUARE CAPITAL MANAGEMENT LLC

1900 Shawnee Mission Parkway
Suite 315
Mission Woods, Kansas 66205
Tel: 816-994-3200

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About PALMER SQUARE CAPITAL MANAGEMENT LLC

PALMER SQUARE CAPITAL MANAGEMENT LLC, formally registered with the SEC as PALMER SQUARE CAPITAL MANAGEMENT LLC. The firm was established in 01/03/2011. They have over 3 offices throughout the country.

PALMER SQUARE CAPITAL MANAGEMENT LLC is a Mission Woods, Kansas based Financial Planning firm with nearly $22,544,205,893 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155697
SEC#801-72047
Assets Managed by Firm$22,544,205,893
No. of Clients149
No. of Advisors56

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (COLLATERAL MANAGER FOR CLOS/CDOS)

Firm Client Information

No. of ClientsAUM
Firm Total149$22,544,205,893
High net worth individuals29$868,244,417
Pension and profit sharing plansFewer than 5 clients$188,310,570
Charitable organizations10$331,081,023
Corporations or other businesses8$612,093,308

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