Palmer Square Capital Management LLC

Fee-Only (% of Portfolio)

Palmer Square Capital Management LLC provides discretionary investment management services focusing on corporate credit, structured credit, and alternative investments. The firm serves a broad range of clients, including institutions, high net worth individuals, registered investment companies, private investment funds, collective investment trusts, and collateralized loan obligations (CLOs). Palmer Square Capital Management employs a blend of top-down macro analysis and bottom-up fundamental credit research to construct portfolios and manage risk. The firm manages assets through various pooled vehicles as well as directly for individual and institutional managed account clients.

Assets Under Management$26B
Clients159
Advisors3
Avg. per Client$160M
Avg. per Advisor$8.5B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

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.

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Location

3 Advisors at this firm

Palmer Square Capital Management LLC - Fees, AUM & Advisors | TrueAdvisor