SOLERA CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
160330
Registered since
September 4, 2025

Firm profile

FINTRX

Overview

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

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

1 of 1
  • MOLLY ASHBY

    Chairman & CEOCRD 2545846

Contacts

1 of 1
  • DAVID BARNETT

    FinOpCRD 1669970

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth