SOLIS CAPITAL PARTNERS II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
162866
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

Solis Capital Partners II, LLC operates as a limited liability company primarily focused on private equity investments. Established in 2012, the firm has carved out a niche in managing pooled investment vehicles, particularly in the private equity space. While it does not actively engage in ESG investing, it is affiliated with various investment advisory activities, including serving as a general partner and managing member of investment funds. The firm's investment strategy emphasizes allocations to private equity funds, reflecting a commitment to long-term capital growth.

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

Contacts

2 of 2
  • DANIEL LUBECK

    Managing PartnerCRD 6044737

  • CRAIG DUPPER

    PartnerCRD 2725880

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

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
23 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth