SourcingSourcing

PALMER SQUARE CAPITAL MANAGEMENT LLC

C22
CRD 155697·SEC 801-72047·MISSION WOODS, KS
AUM
$25.59B
$1B+
Est. Revenue
$255.9M
@ 1% on AUM
Est. EBITDA
$76.8M
@ 30% margin
Est. Deal Value
$614.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALMER SQUARE CAPITAL MANAGEMENT LLC
CRD
155697
SEC file #
801-72047
EIN
270578151
DBA names
—

Economics

AUM
$25.59B
AUM band
$1B+
AUM trajectory
'20'26
$8.35B → $25.59B▲ +206%
Client mix
Pooled Investment Vehicles74
Individuals High Net Worth47
Charitable Organizations12
Corporations12
Investment Companies8

Operations

Employees (total)
76
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
16 advisors → 33 advisors▲ +106%
Primary office
MISSION WOODS KS
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/palmer_square(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALMER SQUARE HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
PALMER SQUARE HOLDINGS, LLC
MATTHEW L. BLOOMFIELD IRREVOCABLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:palmersquare.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
332
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001469909
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2009-08-07
Edgar Last Filing Date
2023-11-03
Edgar Form D Count
11
Edgar Form D Offerings
2023-11-032023-11-03 · 0001469909-23-000001
2022-11-042022-11-04 · 0001209191-22-055725

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Jpmorgan16
Fidelity6
E*trade5
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
1900 SHAWNEE MISSION PARKWAYSUITE 315MISSION WOODS, KS 66205
Business
1900 SHAWNEE MISSION PARKWAYSUITE 315MISSION WOODS, KS 66205
Edgar EIN
270578151
Edgar Recent Filings
D/A2023-11-03 · 0001469909-23-000001
D/A2022-11-04 · 0001209191-22-055725
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (9)

9
LONG, CHRISTOPHER, DALE
IAR · Executive Officer · 2.5%
4821076
BETZ, SCOTT, ANDREW
Executive Officer · 2.5%
5907642
FOX, JEFFREY, DOERR
Executive Officer · 2.5%
4989750
LONG, ANGIE, KNIGHTON
Executive Officer · 2.5%
4016555
WIESENFELD, BENJAMIN, DAVID
Executive Officer · 2.5%
4953234
BLOOMFIELD, MATTHEW, LEE
Executive Officer · 2.5%
4752990
Jarett Atkins
IAR
5632657
DANIEL KEITH BELLCHAMBER
IAR
5804097
JAY Ryan LIEBERMAN
IAR
5602299