Solic Capital Management, LLC

RIASEC Registered
Total AUM
$59.2M
Discretionary
$59.2M
100% of AUM
Avg account
$59.2M
Accounts
1
Employees
4
Advisory reps
5

Firm details

Headquarters
Wellington, Florida
CRD number
167475
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Solic Capital Management, LLC is organized as a limited liability company and is classified in FINTRX as a private equity fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and acts in sponsor/GP and managing-member roles for those vehicles, indicating an active operating position rather than a purely advisory one. Its fee model combines a percentage-of-AUM charge with performance-based fees. The firm's profile indicates it is not an active ESG investor and is not described as a multi-state adviser or as having related-adviser status. The record does not list an SEC registration year.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Paul Hogan

    Paul Hogan

    Chief Financial Officer and Managing DirectorCRD 2411029

Contacts

3 of 4
  • Neil Luria

    Neil Luria

    PresidentCRD 5252776

  • Edward Casas

    Edward Casas

    Senior Managing DirectorCRD 4813169

  • Matthew Rubin

    Matthew Rubin

    Sr. Managing DirectorCRD 5270547

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellington, FL

Palm Beach

Location

Wellington, FL

Headquartered in Wellington, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2200 Aero Club Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth