Adviser Profile
| As of Date | 09/06/2025 |
| Registration status | Registration Changed to SOLERA CAPITAL, LLC |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 39,622,292 1% |
| of that, discretionary | 39,622,292 1% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 39,622,292 1% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
187M
161M
134M
107M
80M
54M
27M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025