Clients
Palmer Square Capital Management serves 159 clients, 47 of them high-net-worth individuals. The average client has about $161 million with the firm, and high-net-worth clients hold 1% of its $25.6 billion in assets.
- Investment companies8 clients9%
- Pooled investment vehicles74 clients84%
- Corporations and other businesses12 clients3%
- OtherHigh-net-worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 47 | $365,440,355 | 1.4% | $7.78M |
| Investment companies | 8 | $2,255,665,182 | 8.8% | $282.0M |
| Pooled investment vehicles | 74 | $21,492,520,069 | 84.0% | $290.4M |
| Pension and profit-sharing plans | 2 | $201,399,363 | 0.8% | $100.7M |
| Charitable organizations | 12 | $349,643,540 | 1.4% | $29.1M |
| Insurance companies | 4 | $185,412,569 | 0.7% | $46.4M |
| Corporations and other businesses | 12 | $740,501,877 | 2.9% | $61.7M |
| Total | 159 | $25,590,582,955 | 100% | $160.9M |
- Clients
- 47
- Regulatory AUM
- $365,440,355
- Share
- 1.4%
- Avg. per client
- $7.78M
- Clients
- 8
- Regulatory AUM
- $2,255,665,182
- Share
- 8.8%
- Avg. per client
- $282.0M
- Clients
- 74
- Regulatory AUM
- $21,492,520,069
- Share
- 84.0%
- Avg. per client
- $290.4M
- Clients
- 2
- Regulatory AUM
- $201,399,363
- Share
- 0.8%
- Avg. per client
- $100.7M
- Clients
- 12
- Regulatory AUM
- $349,643,540
- Share
- 1.4%
- Avg. per client
- $29.1M
- Clients
- 4
- Regulatory AUM
- $185,412,569
- Share
- 0.7%
- Avg. per client
- $46.4M
- Clients
- 12
- Regulatory AUM
- $740,501,877
- Share
- 2.9%
- Avg. per client
- $61.7M
Total
- Clients
- 159
- Regulatory AUM
- $25,590,582,955
- Share
- 100%
- Avg. per client
- $160.9M
What it does
Palmer Square Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets and performance-based fees.
Palmer Square Capital Management advises 62 private funds.
100.0% of assets ($25.59B across 159 accounts) are managed with discretion. 33% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks6%
- Non-exchange-traded equities5%
- Exchange-traded equities1%
- Funds59%
- Bonds17%
- U.S. government and agency bonds9%
- Investment grade corporate bonds8%
- Cash5%
- Other13%
- Derivatives13%
Custodians
Palmer Square Capital Management’s client accounts are held mainly at J.P. Morgan, with 2% of managed assets, and BNY Mellon, with 1%. Palmer Square Capital Management has custody of $4.50B for 12 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $295.8M1%
- BNY MellonBNY Mellon · East Syracuse, NY · $354.2M1%
- J.P. MorganJP Morgan Private Bank · Newark, DE · $434.3M2%
- All other custodians$24.51B96%
Ownership and leadership
Palmer Square Holdings, LLC owns 50% to 75% of Palmer Square Capital Management, and Christopher Long is its CEO.
- Owns 50% to 75% of Palmer Square Capital Management LLC
Palmer Square Holdings, LLC
Control person · since January 2019
- Owns 50% to 75% of Palmer Square Holdings, LLC
Angie K. Long Irrevocable Trust
Control person · since October 2019
Angie Long
Trustee · Control person · since October 2019
- Owns 25% to 50% of Palmer Square Holdings, LLC
Christopher D. Long Irrevocable Trust
Control person · since January 2020
Christopher Long
Trustee · Control person · since January 2020
- Owns 5% to 10% of Palmer Square Capital Management LLC
Matthew L. Bloomfield Irrevocable Trust
since December 2021
Leadership
- Christopher LongChief Executive Officer
- Jeffrey FoxPresident
- Scott BetzChief Operating Officer
- Benjamin WiesenfeldChief Compliance Officer
- Matthew BloomfieldTrustee
- Angie LongChief Investment Officer
Staff
- 76 employees
- 33 in advisory functions
- 3 state-registered reps
- 5 broker-dealer reps
Fees
Palmer Square Capital Management is paid through a percentage of assets under management and performance-based fees.
Palmer Square Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Palmer Square Capital Management has 2 offices (1 private residence, listed without an address), with 1 listed address in 1 state.
Kansas · 1 listed address
- 1900 Shawnee Mission Parkway, Suite 315, Mission WoodsHQ
Registration details
- Legal name
- Palmer Square Capital Management LLC
- Headquarters
- 1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS 66205
- Phone
- 816-994-3200
- Website
- www.palmersquarecap.com
- SEC file
- 801-72047
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Palmer Square Capital Management have?
Palmer Square Capital Management has 159 clients and manages $25.6 billion for them, as of September 2026. They include 74 pooled investment vehicles, 47 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Palmer Square Capital Management offer?
Palmer Square Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Palmer Square Capital Management use?
Palmer Square Capital Management’s separately managed account assets are held at JP Morgan Private Bank (Newark, DE), with $434,302,754, BNY Mellon (East Syracuse, NY), with $354,160,853 and The Northern Trust Company (Chicago, IL), with $295,783,213. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Palmer Square Capital Management have?
Palmer Square Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 76 employees, and 33 perform investment advisory functions. 5 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Palmer Square Capital Management invest in?
At the end of its last fiscal year, Palmer Square Capital Management’s separately managed accounts held 59% pooled vehicles (private funds and similar), 13% derivatives, 9% U.S. government and agency bonds, 8% investment grade corporate bonds, 5% non-exchange-traded equities, 5% cash and equivalents and 1% exchange-traded equities. It advises 62 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Palmer Square Capital Management?
Palmer Square Capital Management’s direct owners are Palmer Square Holdings, LLC (50% to 75%) and Matthew L. Bloomfield Irrevocable Trust (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Palmer Square Capital Management get paid?
Palmer Square Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
