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 has been SEC-registered since 2006. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in FINTRX as "Unclassified." The public record supplied to FINTRX does not include descriptions of the firm's advisory activities, client types, or fee arrangements. Several regulatory/operational flags in the snapshot indicate the firm is not a capital allocator, does not identify as a multi-state adviser, is not a pension consultant, and is not reported to be an active ESG investor.

Assets & Accounts

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