Soleus Capital Management, L.P.

RIASEC RegisteredEst. 2020
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$262M
Accounts
14
Employees
23
Advisory reps
6

Firm details

Headquarters
Greenwich, Connecticut
CRD number
294459
Registered since
June 25, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soleus Capital Management, L.P. is a privately organized investment manager that operates as a limited partnership and is registered with the SEC (since 2020). The firm serves institutional clients and operates across multiple manager roles: it functions as a hedge fund manager, private equity sponsor, and multifaceted fund manager. Its operating permissions and activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also serves as sponsor/GP/managing member of pooled vehicles it runs. Compensation includes both a percentage-of-AUM component and performance-based fees. Soleus does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Steven Musumeci

    Steven Musumeci

    COOCRD 5983745

  • Guy Levy

    Chief Investment OfficerCRD 4560723

  • Harold Schaaff

    Harold Schaaff

    General Counsel and Chief Compliance OfficerCRD 1994265

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Contacts

2 of 2
  • Benjamin Lund

    Benjamin Lund

    Limited PartnerCRD 5830942

  • David Canner

    David Canner

    Limited PartnerCRD 7694747

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
100 Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth