WSC & COMPANY, LLC

RIASEC RegisteredEst. 2023
Total AUM
$320M
Discretionary
$320M
100% of AUM
Avg account
$80.1M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
289138
Registered since
June 26, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

WSC & Company, LLC is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (2023) and owned by an individual. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also functions as sponsor/GP and managing member of those vehicles. Feeing is on a percentage-of-AUM basis. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. WSC & Company appears focused on running fund-level private equity strategies rather than providing separate account portfolio management or broad wealth management services. Its client base is institutional, and the business model centers on managing pooled vehicles where the firm plays both governance and management roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • MACON CARROLL

    PartnerCRD 5518914

  • Howard Stone

    ManagerCRD 7716000

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
2333 Randolph Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth