SOLUM PARTNERS

RIASEC RegisteredEst. 2020
Total AUM
$1.7B
Discretionary
$1.5B
88% of AUM
Avg account
$291M
Accounts
6
Employees
24
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
310213
Registered since
September 11, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.5%
  • Charitable Organizations12.5%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Solum Partners operates as a limited partnership focused on private equity and related pooled investment vehicles. The firm acts as sponsor, general partner and managing member of its funds, taking an active role in structuring and managing closed-end private capital vehicles for institutional clients. Its business model emphasizes portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, with fee arrangements that combine a percentage of assets under management and performance-based fees. Investment activity centers on private equity commitments, with meaningful allocations to real estate and commodities at the fund or co-investment level. The firm is not positioned as an active ESG investor and does not operate as a multi-state advisory platform. Solum Partners was registered with the SEC in 2020 and targets institutional capital rather than retail households.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • ANDREW BARRIGER

    Chief Financial Officer & Chief Compliance OfficerCRD 5171177

  • RORY VANDAMME

    Chief Financial OfficerCRD 7283057

Contacts

3 of 3
  • COLIN BUTTERFIELD

    Managing PartnerCRD 7283055

  • DANIEL SACHS

    Managing DirectorCRD 7283065

  • Derek Lister

    Managing Director, InvestmentsCRD 8046787

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
211 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth