Palmer Square Bdc Advisor LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
76
Advisory reps
4

Firm details

Headquarters
Mission Woods, Kansas
CRD number
306742
Registered since
January 2, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Palmer Square Bdc Advisor LLC is a limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2020) and focuses on serving institutional clients, providing portfolio management services for investment companies. Its business model includes relationships with related advisers and involvement in sponsor/GP or managing-member roles for pooled investment vehicles. Fee arrangements are a mix of asset-based and performance-based compensation. The firm does not identify as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mission Woods, KS

Johnson

Location

Mission Woods, KS

Headquartered in Mission Woods, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
1900 Shawnee Mission Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth