SOLAMERE CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$198M
Accounts
29
Employees
12
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
156902
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Solamere Capital, LLC is a privately organized capital allocator focused on private funds and institutional investors. Registered with the SEC in 2012 as a limited liability company, the firm serves primarily as a sponsor and general partner, running pooled investment vehicles while also selecting and overseeing third‑party advisers. Its advisory activities emphasize portfolio management for pooled vehicles and manager selection, and its compensation combines percentage‑of‑AUM fees with performance‑based (carry-style) fees typical of private fund economics. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JAMES KILLIAN

    Chief Financial Officer & Chief Compliance OfficerCRD 5132467

Contacts

2 of 2
  • TAGGART ROMNEY

    Managing Partner & Co-FounderCRD 5680183

  • SPENCER ZWICK

    Co-Founder & Managing PartnerCRD 5680287

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
399 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth