Transact Capital Securities, LLC

Overview

Transact Capital Securities, LLC is a limited liability company that is classified as an investment bank and has been SEC-registered since 2005. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not list itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available filings provide little detail about client segments or advisory activities, suggesting the firm's primary role is transactional and placement-oriented rather than operating as a traditional registered investment adviser with discretionary asset management responsibilities.

Assets & Accounts

Investments & Alternatives