PSC CAPITAL PARTNERS LLC

Latest filing: May 07, 2024 (347 days ago)

AUM

$301,009,749
0% change vs. 1 year ago
26% change vs. 3 years ago
42% change vs. 5 years ago
181% change vs. 10 years ago

Employee Count

18
0% change vs. 1 year ago
125% change vs. 3 years ago
157% change vs. 5 years ago
260% change vs. 10 years ago

Main Office

MINNEAPOLIS, MN
800 NICOLLET MALL, MINNEAPOLIS, MN, UNITED STATES, 55402

Client AUM

Discretion AUM
Discretionary $0.3
Non-Discretionary $0.0
Total $0.3
Client AUM
Retail $0.0
Pooled $0.3
Institutional $0.0
Total $0.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PIPER SANDLER & CO. $1.6 broker-dealer, municipal advisor 665
PIPER SANDLER ADVISORS LLC $0.4 307823
PIPER SANDLER FINANCE MANAGEMENT, LLC $0.3 309345
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC $0.2 310044
PIPER SANDLER LTD. $0.0 broker-dealer 163758

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
CHRISTIANSON, THEODORE, JOHN CHIEF EXECUTIVE OFFICER
MARTIN, JAMES, MARTELL SECRETARY
BALLIS, ALYSSA, LYNN CHIEF COMPLIANCE OFFICER
CLUNE, KATHERINE, PATRICIA CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.3 $0.0 0% 18 0 0%
2024-04-02 $0.3 $0.0 0% 18 0 0%
2023-04-04 $0.3 $0.0 -8% 15 3 20%
2022-04-01 $0.2 $0.1 26% 8 10 125%
2021-04-05 $0.2 $0.1 40% 7 11 157%
2020-04-01 $0.2 $0.1 42% 7 11 157%
2019-04-01 $0.2 $0.1 42% 7 11 157%
2018-04-02 $0.2 $0.1 45% 7 11 157%
2017-04-01 $0.1 $0.2 171% 6 12 200%
2016-04-01 $0.1 $0.2 181% 6 12 200%
2015-04-01 $0.1 $0.2 181% 5 13 260%
2014-04-01 $0.1 $0.2 191% 5 13 260%
2013-04-01 $0.1 $0.2 191% 5 13 260%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MN, MN-11/30/2012, NC-09/27/2021, NY-03/27/2024
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV