Solpacific, LLC
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
FINTRXOverview
Solpacific, LLC is an SEC-registered limited liability company (registered in 2022) that operates as an institutional RIA serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it acts in sponsor/GP/managing member capacities for those vehicles rather than functioning primarily as a broad capital allocator. Solpacific charges performance-based fees and is not identified as an active ESG investor or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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