Data / Investment advisers / Kansas / Palmer Square Capital Management LLC
Palmer Square Capital Management LLC, Mission Woods, KS: $25.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Palmer Square Capital Management LLC is an SEC registered investment adviser with its main office in Mission Woods, Kansas and reports $25.6 billion in regulatory assets under management in its Form ADV filed September 22, 2026. Its clients include pooled investment vehicles, investment companies and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees. It advises 62 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 155697
- SEC file number
- 801-72047
- SEC status
- Approved, effective January 3, 2011
- Main office
- 1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205
- Phone
- (816) 994-3200
- Regulatory AUM
- $25,590,582,955 in the Form ADV filed September 22, 2026
- Discretionary AUM
- $25,590,582,955
- Accounts
- 159
- Employees
- 76, of which 33 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 62: 49 securitized asset funds, 11 hedge funds, 2 other private funds
- Gross assets of private funds
- $22,962,502,762
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- September 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 74 | $21.49 billion |
| Investment companies | 8 | $2.26 billion |
| Corporations or other businesses | 12 | $740.5 million |
| High net worth individuals | 47 | $365.4 million |
| Charitable organizations | 12 | $349.6 million |
| Pension and profit sharing plans | 2 | $201.4 million |
| Insurance companies | 4 | $185.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $25.59 billion | March 31, 2026 |
| December 1, 2025 | $27.09 billion | November 18, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creative Planning | Overland Park | $295.57 billion | 5 | adviserinfo.sec.gov |
| Onedigital | Overland Park | $155.41 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park | $125.41 billion | 2 | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | $49.84 billion | Not listed | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | $39.14 billion | Not listed | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Palmer Square Europe Capital Management LLC | Mission Woods | $9.23 billion | 3 | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Palmer Square Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.