Partnercap Securities, LLC

Broker-DealerFINRA Member
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 with ownership listed as both a domestic entity and an individual. Publicly available metadata classifies the firm as "unclassified" and does not identify it as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not supply detail on the firm’s advisory activities, fee arrangements, or client segments. The firm’s profile in the source is sparse: the record flags several negative attributes (for example, not a capital allocator and not an active ESG investor) rather than providing affirmative descriptions of strategy, target clients, or service lines. That limited disclosure constrains what can be said about where Partnercap positions itself in the market beyond its legal form and a few administrative designations.

Assets & Accounts

Investments & Alternatives

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

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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