Solic Capital Management, LLC

RIAState 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
Registered since
January 31, 2017
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 organized as a limited liability company that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its vehicles while also allocating to external alternative managers. Its client base is institutional and compensation is a combination of a percentage-of-assets fee and performance-based fees. Solic does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth