SourcingSourcing

PALMER SQUARE BDC ADVISOR LLC

C19
CRD 306742·SEC 801-117865·MISSION WOODS, KS
AUM
$1.22B
$1B+
Est. Revenue
$12.2M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALMER SQUARE BDC ADVISOR LLC
CRD
306742
SEC file #
801-117865
EIN
—
DBA names
—

Economics

AUM
$1.22B
AUM band
$1B+
AUM trajectory
'22'26
$651.9M → $1.22B▲ +87%
Client mix
Business Devel Companies1

Operations

Employees (total)
76
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'21'26
17 advisors → 33 advisors▲ +94%
Primary office
MISSION WOODS KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
palmersquarefunds.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALMER SQUARE CAPITAL MANAGEMENT
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
PALMER SQUARE CAPITAL MANAGEMENT
CARAVEL HOLDINGS, LLC
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
ok
Rdap Domain
PALMERSQUAREFUNDS.COM
Rdap Domain Creation Date
2012-05-25T22:44:18Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-25T22:44:18Z
Rdap Domain Last Changed
2025-05-26T17:45:43Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
155697
Trust Company Affiliate
Yes

People (5)

5
PALMER SQUARE CAPITAL MANAGEMENT
Direct Owner · 62.5%
155697
BETZ, SCOTT, ANDREW
Executive Officer · 2.5%
5907642
FOX, JEFFREY, DOERR
Executive Officer · 2.5%
4989750
LONG, CHRISTOPHER, DALE
Executive Officer · 2.5%
4821076
WIESENFELD, BENJAMIN, DAVID
Executive Officer · 2.5%
4953234