Sollinda Capital Management LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 321742
- Registered since
- January 10, 2023
- Website
- sollinda.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers46.31%
- Individuals26.26%
- HNWI22.59%
- Pension & Profit Sharing Plans4.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sollinda Capital Management LLC is an independent registered investment adviser formed as a limited liability company in 2023 that serves individuals, families and institutional clients. The firm provides financial planning and portfolio management across individual and pooled vehicles, and it is also active as a sponsor/GP/managing member for pooled investment vehicles. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Sollinda is not classified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents19%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 4
Justin Greenhill
Founder and CIOCRD 5810357
Christopher Cowan
Financial Advisor, CEO, FounderCRD 4547344
Jared Calvert
Chief Compliance OfficerCRD 7174674
Contacts
3 of 14
Gavin Langley
Registered RepresentativeCRD 5658413
Jonathan Ingram
Investment Adviser RepresentativeCRD 5720008
Marianne Brouillette
President and Financial AdvisorCRD 5146282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$564M in ETFs
84%
$475M
16%
$89.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $78.4M | 778,780 | 13.89% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- Miami Dade
- Address
- 1111 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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