SourcingSourcing

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC

C45
CRD 324817·SEC 801-127419·MISSION WOODS, KS
AUM
$77.2M
$25M-$100M
Est. Revenue
$772K
@ 1% on AUM
Est. EBITDA
$232K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD
324817
SEC file #
801-127419
EIN
000000000
DBA names
—

Economics

AUM
$77.2M
AUM band
$25M-$100M
AUM trajectory
'25'26
$75.1M → $77.2M▲ +3%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
76
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'25'26
33 advisors → 33 advisors▬ 0%
Primary office
MISSION WOODS KS
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow 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
linkedin.com/company/palmer-square-capital(social)

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
7
Control Persons
PALMER SQUARE CAPITAL MANAGEMENT
VTF INVESTMENT PARTNERSHIP, LLC
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 Cik
0002077806
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-07-24
Edgar Last Filing Date
2025-07-24
Edgar Form D Count
1
Edgar Form D Offerings
2025-07-242025-07-24 · 0001213900-25-067291

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4048
Soi Zip Pct 200k Plus
0.1834
Soi Zip Returns 200k Plus
1,300
Soi Zip Total AGI
1,181,590
Fdic Zip Total Deposits
22,637,154,000
Fdic Zip Branch Count
270
Fdic Zip Top Banks
The Mission Bank
Security Bank of Kansas City

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
U.s. Bank5
E*trade4
Edgar Addresses
Mailing
1900 SHAWNEE MISSION PARKWAYSUITE 315MISSION WOODS, KS 66205
Business
1900 SHAWNEE MISSION PARKWAYSUITE 315MISSION WOODS, KS 66205
Edgar EIN
000000000
Edgar Recent Filings
D2025-07-24 · 0001213900-25-067291
Fdic Zip Branches Raw
First National Bank of Shawnee MissionFairway, KS
The Mission BankMission, KS
Fdic Zip HHI
964.41
Fdic Zip Top Bank Share Pct
21.19
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,612
Returns1,150
Stub 2
AGI41,732
Returns1,110
Stub 3
AGI70,475
Returns1,130
Soi Zip Total Business Income
34,808
Soi Zip Total Cap Gains
91,540
Soi Zip Total Dividends
50,781
Soi Zip Total Returns
7,090
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