SOLIDARITY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$128M
Accounts
1
Employees
4
Advisory reps
4

Firm details

Headquarters
LEHI, Utah
CRD number
322596
Registered since
February 3, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Solidarity Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2023. The firm operates as a hedge fund manager focused on institutional clients and manages pooled investment vehicles under a fee model that combines a percentage-of-assets charge with performance-based fees. Its advisory activity centers on portfolio management for pooled vehicles, and the firm is linked to related adviser and sponsor roles, including serving as a general partner or managing member of pooled vehicles. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser or pension consultant. Ownership structure reflects both domestic-entity and individual ownership, and the manager’s structure and fee arrangement align with typical hedge-fund alignment: concentrated mandates, active risk-taking, and incentive-linked compensation.

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

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Client base

Client personas

Owners & executives

1 of 1
  • JEFFREY MCCLEAN

    CEOCRD 6986069

Contacts

3 of 3
  • ROBERT FEATHERSTONE

    DirectorCRD 6273849

  • WILLIAM MORTIMER

    PartnerCRD 5078207

  • ZACHARY WHITCHURCH

    PresidentCRD 5604111

Wealth teams

FINTRX

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

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, in the West of the United States.

Region
West
County
UTAH
Address
3600 N Outlet Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth