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| Southstate Private Capital Management LLC
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|---|---|
| CRD # | 165306 |
| SEC # | 801-77650 |
| CIK # | 0001778185 |
| AUM | $5.0 B (2026-05-01) |
| Employees | 38 (71% Investors, 3% Brokers) |
| Phone | 803-231-3492 |
| Address | 520 Gervais Street Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001778185 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Sprott Physical Gold Trust | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Visa Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Parker Hannifin Corp | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| Valero Energy Corp/Tx | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Rockwell Automation Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 0.2 |
| (b) Individuals (high net worth individuals) | 219 | 0.7 |
| (c) Banking or thrift institutions | 0 | 3.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 91 | 0.6 |
| (h) Charitable organizations | 33 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,583 | 5.0 |
| By Discretionary | ||
| Discretionary | 1,502 | 4.4 |
| Non-Discretionary | 81 | 0.6 |
| Total | 1,583 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 1,583 | 5.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001778185] | |
| 13F-NT | [0001778185] |
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|---|---|---|
|
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|
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|
TFO Family Office Partners LLC
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|
FiduciaryVest LLC
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|
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The Ascent Group LLC
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