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's ownership is described as a combination of a domestic entity and an individual. The regulatory snapshot classifies the firm as unclassified and notes several negative flags: it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The available profile contains limited detail about the firm's business lines, fee model, client segments, and advisory activities. The combination of a long SEC registration date and sparse public disclosure suggests the firm operates with a narrow public footprint. The profile does not provide evidence of broad national advisory activity or of sponsored investment programs; further direct inquiry would be required to clarify target clients, service offerings, or any broker-dealer relationships.

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

    Founder & CFOCRD 2644450

  • JOE RAMSEY

    Chairman & CEOCRD 702266

Contacts

3 of 6
  • ROBERT SELTZER

    Managing DirectorCRD 851476

  • PHILIP COCKE

    PresidentCRD 819248

  • 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