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Adviser Profile

As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 30 15.38%
of those in investment advisory functions 22 22.22%
Registration SEC, Approved, 09/11/2020
AUM* 1,876,700,000 0.98%
of that, discretionary 1,602,000,000 2.85%
Private Fund GAV* 1,602,000,000 2.59%
Avg Account Size 469,175,000 0.98%
SMA’s Yes
Private Funds 3
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 890M 668M 445M 223M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$1,602,000,000

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Brochure Summary

Overview

Solum Partners LP (“Solum” or the “Firm”) is a Delaware limited partnership that began operations in October 2020. Solum and its affiliated general partner entities provide investment advisory services to investment funds privately offered to qualified investors in the United States and elsewhere, as well as to other clients as described herein. Solum specializes in investments in agricultural-based assets. Solum is owned and controlled by Colin Butterfield, Daniel Sachs, Gavin Koo, Pamela Egleston and Rory Vandamme. Colin Butterfield, Daniel Sachs and Gavin Koo are collectively referred to herein as the “Investment Principals”. Solum’s clients currently include the following (each, a “Fund” and, together with any future private investment funds to which Solum or its affiliates provide investment advisory services, the “Funds”): Solum Partners Fund I LP (including any parallel investment vehicles or alternative investment vehicles related thereto, “Fund One”) and Solum Partners Fund II LP (including any parallel investment vehicles or alternative investment vehicles related thereto, “Fund Two”). Solum also provides services to one or more separately managed accounts (“SMAs”) beneficially owned by institutional investors, including an Anchor Investor (as defined below). In respect of the advisory services provided to the Funds, Solum is affiliated with Solum Partners GP I LP and Solum Partners GP II LP (together with general partner entities or equivalent governing entities established with respect to future Funds, the “General Partners”). The General Partners are subject to the U.S. Investment Advisers Act of 1940 (the “Advisers Act”) pursuant to Solum’s registration in accordance with SEC guidance. This Brochure also describes the business practices of the General Partners, which operate as a single advisory business together with Solum. The Funds are private investment funds that invest through negotiated transactions primarily in agriculture or food based assets, generally referred to herein as “portfolio companies,” “portfolio investments” or “assets.” Solum’s investment advisory services
to the Funds consist of identifying and evaluating investment opportunities, negotiating the terms of investments, managing and monitoring investments and achieving dispositions for such investments. Solum’s advisory services to the Funds are set forth in each Fund’s organizational documents, offering documents and/or other governing documents, (together with any applicable side letters, the “Fund Documents”) provided to each investor in the Fund (each, an “Investor”). Solum’s advisory services to the SMAs are set forth in each SMA’s investment management agreement (“IMA”). Such advisory services to the Funds and the SMAs are further described below under “Methods of Analysis, Investment Strategies and Risk of Loss.” Solum tailors the advisory services for a Fund based on such Fund’s investment objectives and investment strategy, including guidelines regarding the types of investments such Fund will make and portfolio limits (if any). Solum does not tailor its advisory services to the individual needs of Investors. The Funds or the General Partners generally enter into side letters or other similar agreements (“Side Letters”) with certain Investors that have the effect of establishing rights under, or altering, modifying or supplementing the terms (including economic or other terms) of, the relevant Fund Documents with respect to such Investors. As applicable, references to this Brochure to “Funds” include Solum’s SMA clients, and references to “Fund Documents” include the related IMAs. Solum or its affiliates may, in its discretion, form one or more co-investment entities (each, a “Co- investment Entity”) to invest alongside the Funds in one or more assets. Solum or its affiliates may offer one or more current or prospective Investors or third parties the opportunity to co-invest with the Funds through any such Co-investment Entity. Solum does not participate in wrap fee programs. As of December 31, 2023, Solum manages a total of approximately $ 1,876,700,000 of client assets, of which approximately $1,602,000,000 are discretionary and approximately $274,700,000 are non- discretionary.