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 structured as a limited liability company and is listed as an SEC-registered firm since 2006. FINTRX records identify the ownership as involving a domestic entity and an individual; the firm is categorized as "unclassified" in the dataset. The profile indicates the firm is not designated as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multistate adviser, newly formed adviser, pension consultant, or a related adviser. FINTRX does not provide detail on the firm's advisory activities, client segments, fee schedules, or typical investment strategies. That absence of public-facing activity in the dataset suggests limited or non-disclosed advisory operations rather than a specific investment mandate documented in this source.

Assets & Accounts

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
  • Philip Cocke

    Philip Cocke

    PresidentCRD 819248

  • Glen Mastey

    Glen Mastey

    Managing DirectorCRD 1622924

  • Peter Wright

    Peter Wright

    Managing Director and PartnerCRD 3088821

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