SOLEBURY CAPITAL LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
NEW HOPE, Pennsylvania
CRD number
143299
Registered since
July 2, 2007

Firm profile

FINTRX

Overview

Solebury Capital LLC is organized as a limited liability company and has been SEC-registered since 2007. The firm's publicly supplied classification is "Investment Bank." Ownership is listed as a mix of a domestic entity and an individual. Available disclosures indicate the firm does not identify as a capital allocator or an active ESG investor, and it is not flagged as a multi-state adviser. Public filings and the provided snapshot do not include details about the firm's client base, fee schedule, specific business activities, or the advisory services it offers. There are also no entries for affiliations, industry awards, or consultant roles in the supplied data.

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

Owners & executives

3 of 5
  • MATTHEW JACOBY

    Chief Compliance Officer and AML OfficerCRD 5720650

  • EDWARD HATFIELD

    Founder & CEOCRD 1781580

  • YOULREE IM

    Chief Administrative OfficerCRD 5195473

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Contacts

3 of 32
  • BRADLEY CANADA

    Vice PresidentCRD 6343728

  • CLAIRE XU

    AnalystCRD 7950499

  • VICTOR COHN

    ChairmanCRD 808136

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW HOPE, PA

BUCKS

Location

NEW HOPE, PA

Headquartered in NEW HOPE, 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
BUCKS
Address
400 S River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth