CAPITAL SOLUTIONS

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BLUE BELL, Pennsylvania
CRD number
283533
Registered since
March 31, 2020

Firm profile

FINTRX

Overview

Capital Solutions operates as an active sponsor and general partner of pooled investment vehicles, with its capital allocation concentrated in closed-end private funds rather than traditional advisory relationships. The firm registered with the SEC in 2020 and positions itself as an owner-operated manager that controls deal-level decision making for its vehicles. Its footprint is dominated by real estate investing: a single, large real estate fund accounts for the bulk of the firm’s assets, while a smaller private equity program supplements that exposure. The manager’s role as sponsor, GP and managing member implies hands-on underwriting, asset management and capital raising for each vehicle. That structure points to strategies where control, property-level execution and sponsor-driven value creation are central to investment outcomes rather than passive indexing or model portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Nimish Sanghrajka

    PartnerCRD 6635253

  • Francis Donato

    PrincipalCRD 6635252

  • Jessica Starkey

    Vice President of Asset ManagementCRD 6635258

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BLUE BELL, PA

MONTGOMERY

Location

BLUE BELL, PA

Headquartered in BLUE BELL, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
751 Arbor Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth