Palmer Square Capital Management LLC

RIASEC Registered

Total AUM

$25.6B

Discretionary

$25.6B

100% of AUM

Avg account

$161M

Accounts

159

Employees

Advisory reps

Firm details

Headquarters: Mission Woods, Kansas
CRD number: 155697
Registered since: January 3, 2011
Website: www.palmersquarecap.com
Custodians: J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles83.99%
Investment Companies8.81%
Corporations / Businesses2.89%
HNWI1.43%
Charitable Organizations1.37%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Palmer Square Capital Management LLC is a privately owned LLC that has been SEC-registered since 2011 and operates as a multi-strategy manager focused on securitized products and hedge fund strategies. The firm serves both high-net-worth individuals and institutional clients, running pooled investment vehicles and providing portfolio management across a range of client types. It also performs CPO/CTA functions and acts as sponsor/general partner/managing member for pooled vehicles, and it selects third-party advisers on behalf of some mandates. Compensation includes both asset-based fees and performance-linked fees. The firm does not describe itself as an active ESG investor.