Transact Capital Securities, LLC

Overview

Transact Capital Securities, LLC is a limited liability company that has been SEC-registered since 2005 and is classified as an investment bank. Filings identify ownership as a mix of a domestic entity and an individual. The firm does not describe itself as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public materials do not include a client profile, fee schedule, or a detailed list of business and advisory activities. The picture in regulatory data suggests the firm operates more in dealer/placement or investment-banking roles rather than as a traditional discretionary asset manager. That characterization is consistent with the absence of disclosed advisory clients and with the firm’s stated use of third‑party managers for certain alternative investments.

Assets & Accounts

Investments & Alternatives