PALMER SQUARE CAPITAL MANAGEMENT LLC of MISSION WOODS, KS is an SEC-registered investment adviser (CRD 155697). Regulatory assets under management: $25.6B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Dale Long | CHIEF EXECUTIVE OFFICER; TRUSTEE | Leawood, KS |
| Angie Knighton Long | CHIEF INVESTMENT OFFICER; TRUSTEE | MISSION WOODS, KS |
| Scott Andrew Betz | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Jeffrey Doerr Fox | PRESIDENT | — |
| Benjamin David Wiesenfeld | CHIEF COMPLIANCE OFFICER | — |
| Matthew Lee Bloomfield | TRUSTEE | — |
| Stacy Renee Brice | CHIEF COMPLIANCE OFFICER | — |
| BICKNELL MARTIN CHRISTOPHER | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; TRUSTEE | — |
| HENSON GARY PAUL | CHIEF INVESTMENT OFFICER | — |
| FREEMAN WILLIAM ALLEN | TRUSTEE | — |
| PERRY BRADEN MARTIN | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL RENEE | CHIEF COMPLIANCE OFFICER; CHIEF STRATEGY OFFICER | — |
| LONG CHRISTOPHER DALE | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; MANAGING MEMBER (+3 more) | — |
| LONG ANGIE K | CHIEF INVESTMENT OFFICER; MANAGING MEMBER; TRUSTEE | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| BETZ ANDREW | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| BETZ SCOTT A | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| DORIAN ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| BLOOMFIELD MATTHEW LEE | MANAGING DIRECTOR/PORTFOLIO MANAGER; TRUSTEE | — |
| Fox Jeffrey Doerr | PRESIDENT | — |
| LONG ANGIE KNIGHTON | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| BRICE STACY RENEE | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2020-02-14 | regulatory | THE SETTLED ORDER PROVIDES THAT ADVISER VIOLATED CERTAIN PROVISIONS OF THE INVESTMENT ADVISERS ACT AND INVESTMENT COMPANY ACT IN CONNECTION WITH CERTAIN CROSS TRADING ACTIVITY. | Final | $450K |
Securitized Asset Fund: 48 · Hedge Fund: 11 · Other Private Fund: 2
Showing 15 of 61 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PALMER SQUARE INCOME PLUS FUND LLC | Other Private Fund | Delaware | 59 | $981.2M | $1.0M |
| PALMER SQUARE OPPORTUNISTIC CREDIT FUND L.P. | Hedge Fund | Cayman Islands | 567 | $846.0M | $250K |
| PALMER SQUARE LOAN FUNDING 2024-2, LTD. | Securitized Asset Fund | Cayman Islands | 9 | $820.8M | $250K |
| PALMER SQUARE CLO 2021-3, LTD. | Securitized Asset Fund | Cayman Islands | 10 | $800.3M | $250K |
| PALMER SQUARE CLO 2021-4, LTD. | Securitized Asset Fund | Cayman Islands | 10 | $749.5M | $250K |
| PALMER SQUARE MULTI-ASSET CREDIT FUND LLC | Hedge Fund | Delaware | 137 | $742.4M | $1.0M |
| PALMER SQUARE LOAN FUNDING 2024-3, LTD. | Securitized Asset Fund | Cayman Islands | 13 | $725.0M | $250K |
| PALMER SQUARE CLO 2015-1, LTD | Securitized Asset Fund | Cayman Islands | 5 | $708.9M | $250K |
| PALMER SQUARE LOAN FUNDING 2025-3 LTD | Securitized Asset Fund | Cayman Islands | 5 | $648.8M | $250K |
| PALMER SQUARE CLO 2026-1, LTD. | Securitized Asset Fund | Cayman Islands | 6 | $600.0M | $250K |
| PALMER SQUARE LOAN FUNDING 2025-2 LTD | Securitized Asset Fund | Cayman Islands | 7 | $597.2M | $250K |
| PALMER SQUARE LOAN FUNDING 2025-1, LTD. | Securitized Asset Fund | Cayman Islands | 7 | $567.8M | $250K |
| PALMER SQUARE CLO 2024-2, LTD. | Securitized Asset Fund | Cayman Islands | 7 | $559.3M | $250K |
| PALMER SQUARE CLO 2024-1, LTD. | Securitized Asset Fund | Cayman Islands | 8 | $551.1M | $250K |
| PALMER SQUARE CLO 2021-2, LTD. | Securitized Asset Fund | Cayman Islands | 6 | $550.8M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| LONDON | — | 7 | 8169943200 |
| — | — | 2 | 9702396379 |