PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$77.2M
Discretionary
$77.2M
100% of AUM
Avg account
$77.2M
Accounts
1
Employees
76
Advisory reps
5

Firm details

Headquarters
MISSION WOODS, Kansas
CRD number
324817
Registered since
March 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palmer Square Private Credit Management LLC is a specialist adviser focused on managing pooled investment vehicles for institutional clients, with its investment emphasis on private credit and credit-related strategies. The firm structures its offerings as pooled vehicles where it serves as portfolio manager and often plays sponsor or general partner roles, indicating an active hands-on approach to deal sourcing, underwriting and portfolio construction at the fund level. Fee arrangements combine a percentage of assets under management with performance-based fees, aligning the firm’s economics with fund performance. Investment preferences prioritize credit-oriented opportunities across multiple structures rather than broad long-only public markets. The firm does not position itself as an active ESG investor and appears to concentrate on delivering yield and risk-adjusted returns through private-market credit exposure and related strategies. Its client base is institutional, and the adviser operates with a compact footprint—managing a single pooled vehicle as its primary advisory vehicle.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JEFFREY FOX

    Director, Chief Financial OfficerCRD 4989750

  • SCOTT BETZ

    Chief Operating OfficerCRD 5907642

  • ANGIE LONG

    Chief Investment Officer/Portfolio ManagerCRD 4016555

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Contacts

1 of 1
  • BENJAMIN WIESENFELD

    Corporate Compliance OfficerCRD 4953234

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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