PARTNERCAP SECURITIES Files Annual X-17A-5 Report for 2025

Partnercap Securities, LLC X-17A-5 Filing Summary
FieldDetail
CompanyPartnercap Securities, LLC
Form TypeX-17A-5
Filed DateMar 24, 2026
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: annual-report, regulatory-filing, financial-statements, broker-dealer

TL;DR

**PARTNERCAP SECURITIES just filed its annual financial check-up with the SEC, showing their 2025 numbers.**

AI Summary

PARTNERCAP SECURITIES, LLC filed its X-17A-5 report on March 23, 2026, covering the period ending December 31, 2025. This filing, which includes their audited financial statements, is a routine annual report required by the SEC for broker-dealers. For investors, this matters because it provides transparency into the firm's financial health and operational compliance, which is crucial for assessing the stability of a company that handles client assets.

Why It Matters

This filing provides public insight into PARTNERCAP SECURITIES, LLC's financial condition and regulatory compliance, which is essential for anyone entrusting them with investments.

Risk Assessment

Risk Level: low — This is a routine, mandatory annual filing for broker-dealers and does not inherently indicate new risks, but rather provides transparency.

Analyst Insight

A smart investor would review the '2025 AUDITED FINANCIAL STMS' document within this filing to assess the financial health and operational compliance of PARTNERCAP SECURITIES, LLC, especially if they are a client or considering becoming one.

Key Numbers

  • 2025-12-31 — Period of Report (The financial statements cover the fiscal year ending on this date.)
  • 2026-03-23 — Filing Date (The date the X-17A-5 report was submitted to the SEC.)
  • 008-66997 — File No. (The SEC file number for PARTNERCAP SECURITIES, LLC.)

Key Players & Entities

  • PARTNERCAP SECURITIES, LLC (company) — the filer of the X-17A-5 report
  • SEC (company) — the regulatory body requiring the filing
  • 0001332030 (company) — CIK of PARTNERCAP SECURITIES, LLC
  • 2025-12-31 (date) — the period end date of the report
  • 2026-03-23 (date) — the filing date of the report

FAQ

What type of document is the '2025 AUDITED FINANCIAL STMS pcsfs12312025.pdf' listed in the filing?

According to the filing, the document '2025 AUDITED FINANCIAL STMS pcsfs12312025.pdf' is described as 'FULL' and contains the audited financial statements for PARTNERCAP SECURITIES, LLC for the period ending December 31, 2025.

What is the business address listed for PARTNERCAP SECURITIES, LLC in this filing?

The business address for PARTNERCAP SECURITIES, LLC is listed as 43 STATION LOOP SUITE 300 BLUFFTON SC 29910.

Filing Stats: 364 words · 1 min read · ~1 pages · Grade level 14.8 · Accepted 2026-03-23 21:33:31

Filing Documents

From the Filing

Form X-17A-5 Filer Information UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL AUDITED REPORT Form X-17A-5 Part III FACING PAGE Information Required of Brokers and Dealers Pursuant to Section 17 of the Securities Exchange Act of 1934 and Rule 17a-5 Thereunder OMB APPROVAL FORM X-17A-5 OMB Number:  3235-0123, 3235-0749 Estimated average burden hours per response: 12.00 X-17A-5: Filer Information Is this a LIVE or TEST Filing? LIVE TEST Would you like a Return Copy? Is this an electronic copy of an official filing submitted in paper format? Confirming Broker Dealer Copy File Number Confirming Security-Based Swap Entity Copy File Number Submission Contact Information Name Phone E-Mail Address Notify via Filing Website only? X-17A-5: Submission Information Report for the Period Beginning 01-01-2025 and Ending 12-31-2025 Type of Registrant Broker-dealer Security-based swap dealer Major security-based swap participant OTC derivatives dealer Material Weakness Does this submission include an accountant's report covering the compliance report that indentifies one or more material weaknesses? Yes   No X-17A-5: A. Registrant Identification Name of Firm PARTNERCAP SECURITIES, LLC Address of Principal Place of Business (Do not use P.O. Box No.) Address 1 43 STATION LOOP Address 2 SUITE 300 TENNESSEE Mailing Zip/ Portal Code 29910 Name and Telephone Number of Person to Contact in Regard to this Report Name John Van Telephone Number 6153124120 X-17A-5: B. Accountant Identification Independent Public Accountant Name - if individual, state last, first, and middle name Weisberg, Mole, Krantz & Goldfarb, LLP Address 1 185 Crossways Park Drive NEW YORK Mailing Zip/ Postal Code 11797 Check One Certified Public Accountant Certified Public Accountant not resident in United States or any of its possessions X-17A-5: Signature Oath or Affirmation I , John Van, swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of PARTNERCAP SECURITIES, LLC, as of 03-15-2026, is true and correct. I further swear (or affirm) that neither the company nor any partner, proprietor, principal officer or director has any proprietary interest in any account classified solely as that of a customer, except as follows: Signature John Van Title CFO / FinOp

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