STRUCTURAL SOLUTIONS LLC

RIASEC RegisteredEst. 2023
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$16.6M
Accounts
8
Employees
3
Advisory reps
2

Firm details

Headquarters
CHAPEL HILL, North Carolina
CRD number
319155
Registered since
April 28, 2023
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI60.16%
  • Pooled Investment Vehicles39.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Structural Solutions LLC is an independent, SEC-registered registered investment adviser that operates as a qualified custodian and capital allocator. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and pooled vehicles, portfolio management for businesses and institutions, and selection of third‑party advisers. Its fee model is non-traditional for an RIA: the firm charges hourly and fixed fees rather than asset‑based advisory fees. The filing shows a clear preference for equity exposure, with a notable emphasis on non-exchange-traded equity instruments and direct allocations to private funds. The adviser is not listed as an active ESG investor and does not present itself as a multi-state adviser. Structural Solutions uses its manager-selection capability to place capital with third‑party alternative managers, reflecting a hybrid model that blends direct portfolio management with delegated strategies and private fund sponsorship.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Non-Exchange Traded Equities 53%, Private Funds 36%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 3%53%
  • Non-Exchange Traded Equities53%
  • Private Funds36%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • JOEL HORNSTEIN

    Founder & Chief Exceutive OfficerCRD 2519802

Contacts

1 of 1
  • CALEB NICOTRI

    CRD 8247130

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHAPEL HILL, NC

ORANGE

Location

CHAPEL HILL, NC

Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
ORANGE
Address
101 Glen Lennox Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth