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PALMER SQUARE BDC ADVISOR LLC

CRD 306742File 801-117865
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.22B
Clients
1
1 accounts
Employees
76
Top 25% of cohort in KS

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Jan 2, 2020
Principal office
1900 SHAWNEE MISSION PARKWAY,, SUITE 315,, MISSION WOODS, KS, 66205
Phone
816-994-3200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.22B
Discretionary AUM
$1.22B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$1.22B

Clients by type

ADV Item 5D
Client typeClientsAUM
Business development companies1$1.22B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

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.