PARTNERCAP SECURITIES, LLC
Firm details
- Headquarters
- BLUFFTON, South Carolina
- CRD number
- 107130
- Registered since
- February 10, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOHN VAN
Founder & CFOCRD 2644450
JOE RAMSEY
Chairman & CEOCRD 702266
Contacts
3 of 6ROBERT SELTZER
Managing DirectorCRD 851476
PHILIP COCKE
PresidentCRD 819248
GLEN MASTEY
Managing DirectorCRD 1622924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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