Overview
FIRM DESCRIPTION
Soloman Hill I LLC (“SHI”) is a Florida Limited Liability Corporation, founded in 2013, and located in Miami,
Florida.
PRINCIPAL OWNERS
The principal owners of SHI, Manuel Agosto-Matos and Stephen D Hernandez, have sole responsibility for
determining and giving recommendations to clients and has discretionary authority over client assets.
INVESTMENT MANAGEMENT SERVICES
SHI offers discretionary portfolio management services to accredited investor, financial institutions,
corporations, and other businesses. SHI is a fee-based discretionary portfolio management firm. SHI does
not sell insurance, annuities, mutual funds, limited partnerships, bonds, stocks, or other commissioned
products. SHI is not affiliated with other firms that sell financial products or securities. SHI does not
accept sales commissions or finder’s fees.
Soloman Hill I LLC is a registered investment advisory firm; clients who wish to receive discretionary
portfolio management service signs a mandate (hereafter ‘Discretionary Mandate’) for Soloman Hill I LLC
services. Under the Discretionary Mandate, Soloman Hill I LLC will provide investment services.
TYPES OF ADVISORY SERVICES
SHI offers discretionary portfolio management advisory services to its clients under a mandate agreement.
Clients
grant SHI the discretionary authority to manage, strategize and design alternative portfolio for
them. Soloman Hill I LLC’s recommendations under the Agreement may relate (but are not limited) to
company’s stocks, equity securities, real estate, and other assets. Under the Discretionary Mandate,
Soloman Hill I LLC also provides advice to client on their asset and portfolio.
The discretionary Advisory Services will be in the nature that, Soloman Hill I LLC may well make
recommendations to Clients; these recommendations will be in the form of portfolio discussions,
proposals, research reports and monitoring. The recommendations will provide the rationale for decisions
(buy, sell or otherwise) by the client on their portfolios. Moreover, Soloman Hill I LLC will help clients to
structure, reconstruct, improve, maintain and oversee the client portfolio as per the client’s objectives and
risk tolerance.
TAILORED RELATIONSHIPS
SHI creates and build the client portfolio from the model investment design from the client risk profile.
The client will handle funds/securities/assets held in their name and Soloman Hill I LLC will have discretion
to make investments decisions on behalf of the client and client also act on advice given by SHI.
ITEM 5
