Solebury Capital LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
36
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 an LLC that has been SEC-registered since 2007 and is classified in the source data as an investment bank rather than a traditional wealth manager. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and the profile flags that it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The dataset does not include listed client types, fee schedules, or detailed advisory activities, suggesting its primary public designation is corporate/investment-banking in nature rather than a client-facing registered investment adviser with disclosed advisory mandates.

Assets & Accounts

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 4
  • Matthew Jacoby

    Matthew Jacoby

    Chief Compliance Officer and AML OfficerCRD 5720650

  • Edward Hatfield

    Edward Hatfield

    Founder & CEOCRD 1781580

  • Youlree Im

    Youlree Im

    Chief Administrative OfficerCRD 5195473

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Contacts

3 of 32
  • Bradley Canada

    Bradley Canada

    Vice PresidentCRD 6343728

  • Claire Xu

    Claire Xu

    AnalystCRD 7950499

  • Victor Cohn

    ChairmanCRD 808136

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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

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