SOLPACIFIC, LLC
Firm details
- Headquarters
- DULUTH, Minnesota
- CRD number
- 315184
- Registered since
- July 29, 2022
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Solpacific, LLC is positioned as an institutional adviser that manages pooled investment vehicles and acts as sponsor, general partner and managing member for those vehicles. The firm is SEC-registered (since 2022) and organized as a limited liability company with individual ownership. Its advisory mandate centers on portfolio management for pooled funds rather than direct retail advisory or multi-state retail distributions. Fee arrangements are performance based, indicating the firm structures compensation to align with fund-level returns rather than simply asset-based fees. Solpacific does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Its activities focus on sponsoring and operating pooled funds for institutional investors.
Assets & Accounts
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
Owners & executives
3 of 3GREGORY BORASH
Chief Compliance OfficerCRD 7396463
ABBOT APTER
CEOCRD 7396462
JASON KARNOWSKI
Chief Operating OfficerCRD 7396464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DULUTH, MN
SAINT LOUIS
Location
DULUTH, MN
Headquartered in DULUTH, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 202 W Superior St
- Time zone
- CT (UTC-6)
- Office locations
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