SOLERA CAPITAL
Firm details
- Headquarters
- New York, New York
- CRD number
- 160330
- Registered since
- September 4, 2025
Firm profile
FINTRXOverview
Solera Capital operates as a small, owner-managed investment adviser and sponsor focused on private equity activity. The firm acts as a general partner and managing member for pooled investment vehicles, running a single private equity fund while maintaining advisory control of its assets. Its public filings show a concentrated setup: a single fund and a compact asset base, which implies the firm’s investment work centers on direct private investments and fund-level management rather than a broad retail advisory practice. Investment preference is tilted toward private equity exposure supplemented by traditional mutual funds for public market access or liquidity management. Solera Capital does not position itself as a multi-state or pension consultant adviser, and it is not flagged as an active ESG investor in regulatory filings. The firm’s structure and stated activities make it more of a fund sponsor/manager than a large-scale allocator or wealth manager serving many individual households.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MOLLY ASHBY
Chairman & CEOCRD 2545846
Contacts
1 of 1DAVID BARNETT
FinOpCRD 1669970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 180 Maiden Ln
- Time zone
- ET (UTC-5)
- Office locations
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