Solamere Capital, LLC

RIASEC RegisteredEst. 2012
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$198M
Accounts
29
Employees
12
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
156902
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Solamere Capital, LLC is organized as an LLC and operates as a private equity fund manager and capital allocator serving institutional clients. The firm registered with the SEC in 2012 and combines direct sponsor/GP activity with advisory roles, including portfolio management for pooled investment vehicles and the selection of other advisers. Compensation is a mix of percentage-of-AUM and performance-based fees. Solamere identifies as a capital allocator rather than an active ESG investor; it is not registered as a multi-state adviser, does not act as a pension consultant, and is not cataloged as a related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Killian

    James Killian

    Chief Financial Officer & Chief Compliance OfficerCRD 5132467

Contacts

2 of 2
  • Taggart Romney

    Taggart Romney

    Managing Partner & Co-FounderCRD 5680183

  • Spencer Zwick

    Spencer Zwick

    Co-Founder & Managing PartnerCRD 5680287

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
399 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth