Southstate Private Capital Management LLC
● SEC registered since 2013CRD 165306SEC# 801-77650Columbia, SC
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Alan Barker Control | Chief Investment Officer | Under 5% | 2026 |
| David Murray Kirkpatrick Control | Vice President | Under 5% | 2026 |
| Elisabeth C Lounsbury | Director Of Operations | Under 5% | 2023 |
| Kara E Marsh | Chief Compliance Officer | Under 5% | 2024 |
| Kelly Gardner Control | Director Of Retirement Plan Services | Under 5% | 2026 |
| Raymond Marcus Hrin Control | Director Of Wealth Compliance And Operations | Under 5% | 2026 |
| Shawn Harris | Managing Director | Under 5% | 2025 |
| Southstate Bank, N.A. Control | Direct Owner | Over 75% | 2025 |
| Southstate Bank Corporation Control | Shareholder | Over 75% | 1985 |
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
| Address | 520 Gervais Street, Columbia, SC 29201 |
| Phone | 803-231-3492 |
| Fax | 803-540-3944 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1778185 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.96B▲ 184%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
EmployeesTop 15%
More than 85% of 16,824 advisers
Assets under management
$4.96Bregulatory AUM
Discretionary $4.4BNon-discretionary $555.1M