SOLUM PARTNERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 310213
- Registered since
- September 11, 2020
- Website
- solumpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.5%
- Charitable Organizations12.5%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Solum Partners operates as a limited partnership focused on private equity and related pooled investment vehicles. The firm acts as sponsor, general partner and managing member of its funds, taking an active role in structuring and managing closed-end private capital vehicles for institutional clients. Its business model emphasizes portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, with fee arrangements that combine a percentage of assets under management and performance-based fees. Investment activity centers on private equity commitments, with meaningful allocations to real estate and commodities at the fund or co-investment level. The firm is not positioned as an active ESG investor and does not operate as a multi-state advisory platform. Solum Partners was registered with the SEC in 2020 and targets institutional capital rather than retail households.
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
Asset composition
- Other100%
Owners & executives
2 of 2ANDREW BARRIGER
Chief Financial Officer & Chief Compliance OfficerCRD 5171177
RORY VANDAMME
Chief Financial OfficerCRD 7283057
Contacts
3 of 3COLIN BUTTERFIELD
Managing PartnerCRD 7283055
DANIEL SACHS
Managing DirectorCRD 7283065
Derek Lister
Managing Director, InvestmentsCRD 8046787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 211 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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