Best Investors
Account
Sign in
Best Investors
Account
Sign in
Southstate Private Capital Management LLC CRD 165306
$4.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 12/2009 | 03/2025 |
| Tiaa | Denver | CO | 06/2006 | 03/2025 |
| Private Capital Management, Llc | Denver | CO | 06/2025 | 01/2026 |
| Unemployed | Denver | CO | 03/2025 | 06/2025 |
| Southstate Private Capital Management Llc | Denver | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-13 |
Reach out to this advisor