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Palmer Square BDC Advisor LLC

● SEC registered since 2020CRD 306742SEC# 801-117865Mission Woods, KS
Export (members)
Reg. AUM
$1.22B
Employees
76
Accounts
1
Location
Mission Woods, KS

Palmer Square BDC Advisor LLC assets under management

Palmer Square BDC Advisor LLC operates as an SEC-registered investment adviser based in Mission Woods, KS. The firm has been registered since 2020. It reports $1.2 billion in regulatory assets under management and employs 76 people.

Palmer Square BDC Advisor LLC owners & executives

14 reported
NameTitleOwnershipSince
Benjamin David Wiesenfeld ControlChief Compliance OfficerUnder 5%2025
Caravel Holdings, LLCMember5-10%2021
Christopher Dale Long ControlChief Executive OfficerUnder 5%2019
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Frequently asked questions

How much does Palmer Square BDC Advisor LLC manage?

Palmer Square BDC Advisor LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Palmer Square BDC Advisor LLC have?

Palmer Square BDC Advisor LLC reports 76 employees.

Where is Palmer Square BDC Advisor LLC located?

Palmer Square BDC Advisor LLC is based in Mission Woods, KS and has been SEC-registered since 2020.

Does Palmer Square BDC Advisor LLC disclose fund performance?

Palmer Square BDC Advisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 Shawnee Mission Parkway,, Suite 315, Mission Woods, KS 66205
Phone816-994-3200
Fax913-647-9733
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1801934
Discloses disciplinary historyYes

Regulatory AUM

$1.22B▼ 11%
Mar '25 — $1.36BApr '25 — $1.36BMay '25 — $1.36BJun '25 — $1.36BJul '25 — $1.36BAug '25 — $1.36BSep '25 — $1.36BOct '25 — $1.36BNov '25 — $1.36BDec '25 — $1.36BJan '26 — $1.36BFeb '26 — $1.36BMar '26 — $1.22BApr '26 — $1.22BMay '26 — $1.22BJun '26 — $1.22B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$1.22Bregulatory AUM
Discretionary $1.22B