SOLPACIFIC, LLC

RIASEC RegisteredEst. 2022
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$77M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
DULUTH, Minnesota
CRD number
315184
Registered since
July 29, 2022
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Solpacific, LLC is positioned as an institutional adviser that manages pooled investment vehicles and acts as sponsor, general partner and managing member for those vehicles. The firm is SEC-registered (since 2022) and organized as a limited liability company with individual ownership. Its advisory mandate centers on portfolio management for pooled funds rather than direct retail advisory or multi-state retail distributions. Fee arrangements are performance based, indicating the firm structures compensation to align with fund-level returns rather than simply asset-based fees. Solpacific does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Its activities focus on sponsoring and operating pooled funds for institutional investors.

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

3 of 3
  • GREGORY BORASH

    Chief Compliance OfficerCRD 7396463

  • ABBOT APTER

    CEOCRD 7396462

  • JASON KARNOWSKI

    Chief Operating OfficerCRD 7396464

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

DULUTH, MN

SAINT LOUIS

Location

DULUTH, MN

Headquartered in DULUTH, MN, in the Midwest of the United States.

Region
Midwest
County
SAINT LOUIS
Address
202 W Superior St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth