SOLIC CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$59.2M
Discretionary
$59.2M
100% of AUM
Avg account
$59.2M
Accounts
1
Employees
4
Advisory reps
5

Firm details

Headquarters
WELLINGTON, Florida
CRD number
167475
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Solic Capital Management, LLC is a privately held investment manager organized as an LLC that operates as the sponsor and general partner for pooled investment vehicles. The firm focuses on managing a private equity vehicle and serves institutional clients. Its advisory activities are concentrated on portfolio management for pooled funds, and its commercial arrangement combines a percentage-of-assets management fee with performance-based compensation, consistent with private equity economics. Solic Capital is not a multi-state or newly formed adviser and does not position itself as a capital allocator to outside managers.

Assets & Accounts

Investments & Alternatives

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
  • PAUL HOGAN

    Chief Financial Officer and Managing DirectorCRD 2411029

Contacts

3 of 4
  • NEIL LURIA

    PresidentCRD 5252776

  • EDWARD CASAS

    Senior Managing DirectorCRD 4813169

  • MATTHEW RUBIN

    Sr. Managing DirectorCRD 5270547

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WELLINGTON, FL

PALM BEACH

Location

WELLINGTON, FL

Headquartered in WELLINGTON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2200 Aero Club Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth