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CRD#: 107130
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PARTNERCAP SECURITIES, LLC is located at 43 Station Loop, Bluffton, SC 29910 and was first established at Atlanta, Tennessee in 12/12/1996. After operating for 29 years, PARTNERCAP SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PARTNERCAP SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PARTNERCAP SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PARTNERCAP SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PARTNERCAP SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PARTNERCAP SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PARTNERCAP SECURITIES, LLC Comes From

Understanding the Statistics for PARTNERCAP SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
43 Station Loop, Bluffton, SC 29910
Mailing Address
25 Thurmond Way # 2406, Bluffton, SC 29910
Firm Size
Small
Phone Number
(843) 705-1051
Established
Tennessee since 12/12/1996
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PARTNER CAPITAL GROUP, LLCBENEFICIAL OWNER
VAN, JOHN CHRISTOPHERFINOP, CFO, DIRECTOR2644450
WRIGHT, PETER ANTHONYDIRECTOR, PRESIDENT3088821
COCKE, PHILIP ST. G. VDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL819248
WRIGHT, PETER ANTHONYDIRECTOR OF RESEARCH3088821

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Advisor's working at PARTNERCAP SECURITIES, LLC

CR

Christopher Albert Recouso

Christopher A Recouso
PR
CRD#: 2488511
Location:
Bluffton, SC 29910
Company:
PARTNERCAP SECURITIES, LLC
Disclosures:
Experience:
31 years
View Profile
GM

Glen Donald Mastey

Gilen D Mastey, Glen D Mastey, Glen Donald Mastey
RR
CRD#: 1622924
Location:
Bluffton, SC 29910
Company:
PARTNERCAP SECURITIES, LLC
Disclosures:
Experience:
29 years
View Profile
AL

Alexander John Latimore

Alex Latimore
RR
CRD#: 7924370
Location:
Bluffton, SC 29910
Company:
PARTNERCAP SECURITIES, LLC
Disclosures:
Experience:
1 year
View Profile
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