MISSION WOODS, KSCRD 155697Latest ADV March 31, 2026
Palmer Square Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mission Woods, KS. Its latest Form ADV filing, dated March 31, 2026, reports $25.6B in regulatory assets under management, 76 employees, 2 offices, and 159 accounts.
Assets Under Management
$25.6B
Employees
76
Offices
2 offices
Total Clients
159
Primary office
MISSION WOODS, KS
1900 SHAWNEE MISSION PARKWAY, SUITE 315, MISSION WOODS, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 46.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
46.5%
74
2
HNWI
29.6%
47
3
Charitable
7.5%
12
4
Corporations
7.5%
12
5
Investment Cos.
5.0%
8
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25.6Bas of March 31, 2026
Discretionary100.0%
$25.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$25.6B
Total Accounts159
10Y AUM Change+$21.5B (+523.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee2:1
10Y Employee Change+56 (+280.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.