Asset manager · Mission Woods, KS
Palmer Square BDC Advisor LLC
SEC-registered investment adviser · CRD 306742 · SEC 801-117865
At a glance
Palmer Square BDC Advisor LLC is an SEC-registered investment adviser based in Mission Woods, Kansas, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is business development companies. By Form ADV it is a asset manager, ranked 1,262nd of 3,218 asset managers and 4,818th of 17,210 SEC-registered advisers by assets.
Main office 816-994-3200palmersquarebdc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among asset managers
- #1,262 of 3,218
- Rank among all SEC RIAs
- #4,818 of 17,210
- Rank in Kansas
- #32 of 134
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 76
- Advisory staff
- 33
- Offices
- 3
Owners and executives on its Form ADV
- Christopher D. LongChief Executive Officer
- Scott A. BetzChief Operating Officer
- Jeffrey D. FoxChief Financial Officer
- Benjamin D. WiesenfeldChief Compliance Officer
Custody and brokerage
Custodian
Palmer Square BDC Advisor LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Palmer Square BDC Advisor LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Business development companies | 1 | $1.2B | 100% |
Disciplinary disclosures
Palmer Square BDC Advisor LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗palmersquarebdc.com ↗
AtlasMembers
The full record on Palmer Square BDC Advisor LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 972 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Palmer Square BDC Advisor LLC manage?
Palmer Square BDC Advisor LLC reports $1.2 billion in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Palmer Square BDC Advisor LLC?
Palmer Square BDC Advisor LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Palmer Square BDC Advisor LLC’s clients?
By assets, its largest client types are business development companies ($1.2 billion, 1 clients).
Does Palmer Square BDC Advisor LLC have any disciplinary history?
Palmer Square BDC Advisor LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Palmer Square BDC Advisor LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →