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

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Overview

Solebury Capital LLC is organized as a limited liability company that is classified in filings as an investment bank. The firm appears in SEC records dating to 2007. Ownership is reported as a mix of a domestic entity and an individual. Available metadata indicates the firm is not positioned as a capital allocator and does not identify itself as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available snapshot. Public disclosures in the source are sparse: business lines, fee structure and advisory activities are not described in the data provided. That limited disclosure makes it difficult to assess client types, target markets, or primary service offerings beyond the classification as an investment bank.

Assets & Accounts

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

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