Christopher Long
Christopher Long is a registered investment advisor at Palmer Square Capital Management LLC, based in Mission Woods, KS, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 159 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palmer Square Capital Management primarily charges fees based on a percentage of the value of your portfolio for its investment management services. Fees vary depending on the specific fund or account type, generally ranging from 0% to 2% annually for pooled funds. For individual managed accounts, fees are negotiated on a case-by-case basis. Certain clients may also pay performance-based compensation ranging from 0% to 25% of net profits if specific return hurdles are met.
Location
1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a board of trustees member for the Kansas Public Employee Retirement System, dedicating about 10-20% of his time. He also serves as an officer on the Montage Managers Trust Board and the Palmer Square Opportunistic Income Fund Board.
Employment History
Current Registrations
Palmer Square Capital Management LLC
Previous Registrations
Montage Investments, LLC
Guilford Capital Management LLC
Prairie Capital Management, LLC
Prairie Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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