SourcingSourcing

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC

C19
CRD 310321·SEC 801-119475·MISSION WOODS, KS
AUM
$9.23B
$1B+
Est. Revenue
$92.3M
@ 1% on AUM
Est. EBITDA
$27.7M
@ 30% margin
Est. Deal Value
$221.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
CRD
310321
SEC file #
801-119475
EIN
—
DBA names
—

Economics

AUM
$9.23B
AUM band
$1B+
AUM trajectory
'21'26
$12.0M → $9.23B▲ +76944%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
76
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'21'26
18 advisors → 33 advisors▲ +83%
Primary office
MISSION WOODS KS
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
youtube.com/user/palmersquarecapital

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
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PALMER SQUARE CAPITAL MANAGEMENT
BETZ, SCOTT, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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. Bank1
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
155697
Trust Company Affiliate
Yes

People (6)

6
PALMER SQUARE CAPITAL MANAGEMENT
Direct Owner · 87.5%
155697
BETZ, SCOTT, ANDREW
Executive Officer · 2.5%
5907642
FOX, JEFFREY, DOERR
Executive Officer · 2.5%
4989750
LONG, ANGIE, KNIGHTON
Executive Officer · 2.5%
4016555
LONG, CHRISTOPHER, DALE
Executive Officer · 2.5%
4821076
WIESENFELD, BENJAMIN, DAVID
Executive Officer · 2.5%
4953234