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Building 2SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Map pinCOLUMBIA, SC
Phone803-231-3492
NotebookSEC #801-77650
Total AUM
$5B
Employees
38
Clients
716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 GERVAIS STREET
COLUMBIA
SC 29201
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
803-231-3492
Other Offices
10

ReceiptFinancials

Total AUM
$5B
Accounts
1,583
Discretionary
$4.4B
Accounts
1,502
Non-Discretionary
$555.1M
Accounts
81

ContactClients

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Individual Clients
346
AUM
$172.1M
HNW Individual Clients
219
AUM
$666.6M
Banking Clients
1
AUM
$3.3B
Pension/Profit Sharing Plan Clients
91
AUM
$572.1M
Charitable Organization Clients
33
AUM
$159.1M
Government Entity Clients
1
AUM
$35.5M
Investment Advisor Clients
1
AUM
$1.8M
Insurance Company Clients
1
AUM
$22.7M
Corporation or Business Clients
23
AUM
$59.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAHIIDILLAMDMTNCNENJNMNYSCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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