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PALMER SQUARE CAPITAL MANAGEMENT LLC
CRD 155697File 801-72047
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.59B
Top 10% of cohort (national)
Discretionary AUM
$25.59B
Clients
159
159 accounts
Employees
76
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 2011
- Principal office
- 1900 SHAWNEE MISSION PARKWAY, SUITE 315, MISSION WOODS, KS, 66205
- Phone
- 816-994-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.59B
- Discretionary AUM
- $25.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 159
- Non-discretionary accounts
- 0
- Total accounts
- 159
- AUM per client
- $160.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $740.5M |
| Insurance companies | Fewer than 5 | $185.4M |
| Investment companies | 8 | $2.26B |
| Charitable organizations | 12 | $349.6M |
| High net worth individuals | 47 | $365.4M |
| Pooled investment vehicles | 74 | $21.49B |
| Pension and profit sharing plans | Fewer than 5 | $201.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 71 | 76 | increased by5 |
| Apr 1, 2026 | Clients | 118 | 159 | increased by41 |
| Apr 1, 2026 | AUM | $27,091,623,176 | $25,590,582,955 | decreased by$1,501,040,221 |
| Apr 1, 2026 | Accounts | 152 | 159 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 71 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 91 | 118 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,345,973,894 | $27,091,623,176 | increased by$9,745,649,282 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 134 | 152 | increased by18 |
| Apr 1, 2022 | Employees | 33 | 40 | increased by7 |
| Apr 1, 2022 | Clients | 78 | 91 | increased by13 |
| Apr 1, 2022 | AUM | $13,782,602,899 | $17,345,973,894 | increased by$3,563,370,995 |
| Apr 1, 2022 | Accounts | 84 | 134 | increased by50 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALMER SQUARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALMER SQUARE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.