Partnercap Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Bluffton, South Carolina
CRD number
107130
Registered since
February 10, 2006

Firm profile

FINTRX

Overview

Partnercap Securities, LLC is organized as a limited liability company and is SEC‑registered with an effective year of 2006. Public snapshot fields classify the firm as unclassified and identify its owner structure as a domestic entity and individual ownership. Filings indicate the firm is not registered as a multi‑state adviser, is not marked as a pension consultant, and is not listed as a related adviser. The available record contains no published detail on client segments, fee schedules, or the advisory services the firm provides. Several binary flags in the snapshot point to conservative operational scope: the firm is not designated as a capital allocator and is not an active ESG investor.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Van

    John Van

    Founder & CFOCRD 2644450

  • Joe Ramsey

    Joe Ramsey

    Chairman & CEOCRD 702266

Contacts

3 of 6
  • Robert Seltzer

    Robert Seltzer

    Managing DirectorCRD 851476

  • Philip Cocke

    Philip Cocke

    PresidentCRD 819248

  • Glen Mastey

    Glen Mastey

    Managing DirectorCRD 1622924

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bluffton, SC

Beaufort

Location

Bluffton, SC

Headquartered in Bluffton, SC, in the South of the United States.

Region
South
County
Beaufort
Address
43 Station Loop
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth