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PC3 PARTNERS, LLC

MIAMI BEACH, FL · CRD 339659 · IAPD ↗ · pc3partners.com · 305-686-5900

$156.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
June 2026 — PC3 PARTNERS, LLC now reports custody of client assets ($312.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
June 2026 — PC3 PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
June 2026 — PC3 PARTNERS, LLC now reports 1 private fund(s) ($156.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2026 — PC3 PARTNERS, LLC (MIAMI BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.