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Building 2SOLUM PARTNERS

Map pinBOSTON, MA
Phone617-655-9750
NotebookSEC #801-119432
Total AUM
$1.7B
Employees
24
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 CONGRESS STREET
SUITE 200
BOSTON
MA 02110-2410
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-655-9750

ReceiptFinancials

Total AUM
$1.7B
Accounts
6
Discretionary
$1.5B
Accounts
5
Non-Discretionary
$218.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
5
AUM
$1.5B
Charitable Organization Clients
1
AUM
$218.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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