SOLEBURY ASSET MANAGEMENT LLC

Overview

Solebury Asset Management LLC is a small, equity-focused registered investment adviser that manages portfolios for individual and family clients as well as select institutional relationships. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses alongside pension consulting services. Its stated preference is equities, and its investment mix centers on exchange-traded instruments supplemented by traditional fixed income and third‑party alternative allocations. The firm is not positioned as an ESG specialist and operates from a single-state footprint. Ownership is individual, and the adviser appears to use third‑party managers for certain alternative exposures rather than acting as a capital allocator itself. Insurance-industry affiliation is noted, which helps explain the use of annuities among available solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices