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PALMER SQUARE CAPITAL MANAGEMENT LLC

CRD 155697File 801-72047
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 19, 2026
Feed vintage Aug 17, 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 typeClientsAUM
Other12$740.5M
Insurance companiesFewer than 5$185.4M
Investment companies8$2.26B
Charitable organizations12$349.6M
High net worth individuals47$365.4M
Pooled investment vehicles74$21.49B
Pension and profit sharing plansFewer than 5$201.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.