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William Palmer Associates
William Palmer Associates, LLC is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
William Palmer Associates, LLC is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Asset Manager
Year founded
1992
Location
Region
North America
Country
United States
City
Carlsbad
Corporate office
Carlsbad, CA, United States
Principals
William Palmer
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at William Palmer Associates?
William Palmer, the founder, serves as Chief Investment Officer and maintains direct oversight of portfolio construction. The firm operates with a single-decision-maker structure rather than an investment committee model, which allows for rapid execution on distressed situations. No other named investment principals have been identified in public filings or the firm's limited public disclosures.
How does William Palmer Associates source its deals?
The firm sources investments through William Palmer's network of regional bank relationships, bankruptcy attorneys, and restructuring advisors built over more than 30 years. It does not participate in widely marketed auction processes or intermediary-brokered transactions as its primary sourcing channel. This relationship-driven approach targets situations where sellers value speed and certainty of close.
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