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Building 2SOLSTEIN CAPITAL, LLC

Map pinMENLO PARK, CA
Phone415-231-3000
NotebookSEC #801-112859
Total AUM
$801.8M
Employees
6
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1285 EL CAMINO REAL
SUITE 100
MENLO PARK
CA 94025
United States
Operating Hours
7 A.M. - 4 P.M.
Monday - Friday
Phone
415-231-3000

ReceiptFinancials

Total AUM
$801.8M
Accounts
30
Discretionary
$801.8M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$2.9M
HNW Individual Clients
14
AUM
$381.6M
Pooled Vehicle Clients
2
AUM
$45.6M
Government Entity Clients
5
AUM
$367.4M
Investment Advisor Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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