AUMdb

Palmer Square Europe Capital Management Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 310321 · SEC file 801-119475 · Mission Woods, KS · www.youtube.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$9.2B
Discretionary
$9.2B
Clients
27
Avg AUM / client
$342M
Accounts
27
Employees
76

AUM over time

$12.0M $9.2B
Aug 2020 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 27 $9.2B 100.0%

Private funds (17)

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Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $7.4B combined gross assets

FundTypeDomicileGross assetsOwners
Palmer Square Clo 2022 3, Ltd. Securitized Asset Fund Jersey $505M 3
Palmer Square Clo 2022 5, Ltd. Securitized Asset Fund Jersey $503M 4
Palmer Square European Loan Funding 2022 1 Designated Activity Company Securitized Asset Fund Ireland $500M 4
Palmer Square European Loan Funding 2021 2 Designated Activity Company Securitized Asset Fund Ireland $469M 3
Palmer Square European Clo 2023 1 Designated Activity Company Securitized Asset Fund Ireland $443M 3
Palmer Square European Clo 2022 2 Designated Activity Company Securitized Asset Fund Ireland $443M 2
Palmer Square European Clo 2022 1 Designated Activity Company Securitized Asset Fund Ireland $443M 2
Palmer Square European Clo 2023 2 Designated Activity Company Securitized Asset Fund Ireland $442M 3
Palmer Square European Loan Funding 2023 3 Designated Activity Company Securitized Asset Fund Ireland $441M 4
Palmer Square European Loan Funding 2023 1 Designated Activity Company Securitized Asset Fund Ireland $432M 4
Palmer Square European Loan Funding 2022 3 Designated Activity Company Securitized Asset Fund Ireland $419M 3
Palmer Square European Loan Funding 2022 2 Designated Activity Company Securitized Asset Fund Ireland $411M 3
Palmer Square European Loan Funding 2021 1 Designated Activity Company Securitized Asset Fund Ireland $405M 5
Palmer Square Clo 2020 3, Ltd. Securitized Asset Fund Jersey $402M 4
Palmer Square European Clo 2021 1 Designated Activity Company Securitized Asset Fund Ireland $388M 3

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Christopher Dale Long Chief Executive Officer Dec 2009 (17y) Less than 5%
Long, Angie, Knighton Chief Investment Officer Feb 2011 (16y) Less than 5%
Betz, Scott, Andrew Chief Operating Officer Mar 2018 (8y) Less than 5%
Fox, Jeffrey, Doerr President Mar 2020 (6y) Less than 5%
Brice, Stacy, Renee Chief Compliance Officer Mar 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Palmer Square Capital Management Llc Managing Member Aug 2020 A 75% or more
Angie K. Long Irrevocable Trust Member Oct 2019 B ≈ 18.75% – 56.25% via Palmer Square Holdings, Llc
Palmer Square Holdings, Llc Managing Member Jan 2019 B ≈ 37.5% – 75% via Palmer Square Capital Management Llc
Christopher D. Long Irrevocable Trust Member Jan 2020 B ≈ 9.38% – 37.5% via Palmer Square Holdings, Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Angie K. Long Irrevocable Trust: 50% – 75% of Palmer Square Holdings, Llc × 50% – 75% of Palmer Square Capital Management Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
  • Palmer Square Holdings, Llc: 50% – 75% of Palmer Square Capital Management Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
  • Christopher D. Long Irrevocable Trust: 25% – 50% of Palmer Square Holdings, Llc × 50% – 75% of Palmer Square Capital Management Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (17, $7.4B gross assets)

FundTypeGross assetsMin. investmentOwners
Palmer Square Clo 2022 3, Ltd. Securitized Asset Fund $505M $250K 3
Palmer Square Clo 2022 5, Ltd. Securitized Asset Fund $503M $250K 4
Palmer Square European Loan Funding 2022 1 Designated Activity Company Securitized Asset Fund $500M $250K 4
Palmer Square European Loan Funding 2021 2 Designated Activity Company Securitized Asset Fund $469M $250K 3
Palmer Square European Clo 2023 1 Designated Activity Company Securitized Asset Fund $443M $250K 3
Palmer Square European Clo 2022 2 Designated Activity Company Securitized Asset Fund $443M $250K 2
Palmer Square European Clo 2022 1 Designated Activity Company Securitized Asset Fund $443M $250K 2
Palmer Square European Clo 2023 2 Designated Activity Company Securitized Asset Fund $442M $250K 3
Palmer Square European Loan Funding 2023 3 Designated Activity Company Securitized Asset Fund $441M $250K 4
Palmer Square European Loan Funding 2023 1 Designated Activity Company Securitized Asset Fund $432M $250K 4
Palmer Square European Loan Funding 2022 3 Designated Activity Company Securitized Asset Fund $419M $250K 3
Palmer Square European Loan Funding 2022 2 Designated Activity Company Securitized Asset Fund $411M $250K 3
Palmer Square European Loan Funding 2021 1 Designated Activity Company Securitized Asset Fund $405M $250K 5
Palmer Square Clo 2020 3, Ltd. Securitized Asset Fund $402M $250K 4
Palmer Square European Clo 2021 1 Designated Activity Company Securitized Asset Fund $388M $250K 3
Palmer Square European Clo 2021 2 Designated Activity Company Securitized Asset Fund $387M $250K 3
Palmer Square European Loan Funding 2023 2 Designated Activity Company Securitized Asset Fund $385M $250K 4

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.8 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Regulatory as of Mar 28, 2024

Allegations: THE SETTLED ORDER PROVIDES THAT AN ADVISORY AFFILIATE OF ADVISER, PALMER SQUARE CAPITAL MANAGEMENT LLC, VIOLATED CERTAIN PROVISIONS OF THE INVESTMENT ADVISERS ACT AND INVESTMENT COMPANY ACT IN CONNECTION WITH CERTAIN CROSS TRADING ACTIVITY. Status: Final Sanction Detail: IN CONNECTION WITH THE SETTLED ORDER, PALMER SQUARE CAPITAL MANAGEMENT LLC PAID A CIVIL MONETARY PENALTY IN THE AMOUNT OF $450,000 TO THE SECURITIES AND EXCHANGE COMMISSION. Summary: THE SETTLED ORDER PROVIDES THAT PALMER SQUARE CAPITAL MANAGEMENT LLC VIOLATED CERTAIN PROVISIONS OF THE INVESTMENT ADVISERS ACT AND INVESTMENT COMPANY ACT IN CONNECTION WITH CERTAIN CROSS TRADING ACTIVITY. ON SEPTEMBER 21, 2020, THE SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS, MAKING CERTAIN FINDINGS AND IMPOSING CERTAIN SANCTIONS. WITHOUT ADMITTING OR DENYING THE FINDINGS OF THE SETTLED ORDER, PALMER SQUARE CAPITAL MANAGEMENT LLC CONSENTED TO THE ENTRY OF THE ORDER, WAS ORDERED TO CEASE AND DESIST FROM VIOLATING CERTAIN PROVISIONS OF THE INVESTMENT ADVISERS ACT AND INVESTMENT COMPANY ACT, WAS CENSURED AND AGREED TO PAY A CIVIL MONETARY PENALTY OF $450,000.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗