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Palmyra Capital Advisors, LLC (Los Angeles)


Palmyra Capital Advisors, LLC is an adviser based in Los Angeles. It manages $21.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Palmyra Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Palmyra Capital Advisors: assets under management

The assets under management (AUM) of Palmyra Capital Advisors, LLC is $21.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palmyra Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Zurich Group Holding Shareholder 1 Sep 1998 75% - 100% foreign entity
Allied Zurich Plc Shareholder 1 Sep 1998 25% - 50% foreign entity
Michael Ferris Baxter Trustee 1 Jan 2000 Other 2858976
Leigh Anne Eldredge Baxter Trustee 1 Jan 2000 Other 4583993
Zurich Financial Services Shareholder 1 Oct 2000 50% - 75% foreign entity
Lp Capital Z Employees Ii General partner 1 Apr 2001 Other 52-2308801
Ltd. Capital Z Partners Ii General partner 1 Apr 2001 Other 52-2308815
Ltd. Zg Investments Iv Partner 1 Apr 2001 50% - 75% foreign entity
Zurich Insurance Company Shareholder 1 Apr 2001 75% - 100% foreign entity

Based in Los Angeles

The principal office where Palmyra Capital Advisors, LLC performs its advisory services is located at 11111 Santa Monica Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-689-1733 or by fax 310-689-1722. The normal business hours are 8:00am-5:00pm on Monday - Friday.


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