Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$229.6M average
Assets Under Management
$27.1B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Palmer Square generally receives a fee based on a percentage of assets under management, such as a collateral management fee or management fee. Palmer Square may also receive performance-based compensation. Fees are negotiated on a case-by-case basis for Managed Account and Legacy Clients.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

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Regulatory History
Clean regulatory record

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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Other Business Activities

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
October 2011 - Present · 14 yrs 3 mos
Previous Registrations
Montage Investments, LLC
September 2010 - October 2011 · 1 yr 1 mo
Guilford Capital Management LLC
April 2009 - March 2010 · 11 mos
Prairie Capital Management, LLC
January 2008 - April 2009 · 1 yr 3 mos
Prairie Capital Management INC
February 2007 - April 2008 · 1 yr 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Christopher Dale Long - Financial Advisor | AdvisorDiscover