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Southstate Private Capital Management LLC

● SEC registered since 2013CRD 165306SEC# 801-77650Columbia, SC
Export (members)
Reg. AUM
$4.96B
Employees
38
Accounts
1,583
Location
Columbia, SC

Southstate Private Capital Management LLC assets under management

Southstate Private Capital Management LLC operates as an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 2013. It reports $5 billion in regulatory assets under management and employs 38 people.

Southstate Private Capital Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Brian Alan Barker ControlChief Investment OfficerUnder 5%2026
David Murray Kirkpatrick ControlVice PresidentUnder 5%2026
Elisabeth C LounsburyDirector Of OperationsUnder 5%2023
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Frequently asked questions

How much does Southstate Private Capital Management LLC manage?

Southstate Private Capital Management LLC reports $5 billion in regulatory assets under management on its Form ADV.

How many employees does Southstate Private Capital Management LLC have?

Southstate Private Capital Management LLC reports 38 employees.

Where is Southstate Private Capital Management LLC located?

Southstate Private Capital Management LLC is based in Columbia, SC and has been SEC-registered since 2013.

Does Southstate Private Capital Management LLC disclose fund performance?

Southstate Private Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address520 Gervais Street, Columbia, SC 29201
Phone803-231-3492
Fax803-540-3944
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1778185
Discloses disciplinary historyNo

Regulatory AUM

$4.96B▲ 184%
Jan '25 — $1.74BFeb '25 — $1.74BMar '25 — $1.54BApr '25 — $1.54BMay '25 — $1.54BJun '25 — $1.54BJul '25 — $1.54BAug '25 — $1.54BSep '25 — $1.54BOct '25 — $1.54BNov '25 — $1.54BDec '25 — $1.54BJan '26 — $4.96BFeb '26 — $4.96BMar '26 — $4.96BApr '26 — $4.96BMay '26 — $4.96BJun '26 — $4.96B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$4.96Bregulatory AUM
Discretionary $4.4BNon-discretionary $555.1M