Solstein Capital, LLC

RIASEC Registered

Total AUM

$802M

Discretionary

$802M

100% of AUM

Avg account

$26.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 157888
Registered since: April 16, 2018
Website: www.solsteincapital.com
Custodians: CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY, UBS FINANCIAL SERVICES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI47.6%
State / Municipal Government45.82%
Pooled Investment Vehicles5.69%
Other Investment Advisers0.54%
Individuals0.36%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Solstein Capital, LLC is a limited liability company that operates as a hedge fund and multi-faceted fund manager. The firm is registered with the SEC (registration year 2018) and is owned by an individual. Its client mix includes high‑net‑worth individuals and families as well as institutional accounts. Solstein charges both asset‑based fees and performance fees and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional or business clients. The firm also serves as sponsor, general partner, and managing member of pooled funds. Solstein is not identified as an active ESG investor.