WSC & COMPANY, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 289138
- Registered since
- June 26, 2023
- Website
- wscandcompany.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MACON CARROLL
PartnerCRD 5518914
Howard Stone
ManagerCRD 7716000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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