Solum Partners

RIASEC RegisteredEst. 2020
Total AUM
$1.7B
Discretionary
$1.5B
88% of AUM
Avg account
$291M
Accounts
6
Employees
24
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
310213
Registered since
September 11, 2020
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

FINTRX

Overview

Solum Partners is organized as a limited partnership that operates primarily as a private equity fund manager serving institutional clients. The firm is SEC-registered (2020) and reports both domestic entity and individual ownership. Its advisory remit centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Solum typically functions as sponsor, general partner and managing member of pooled vehicles rather than as a passive intermediary. Compensation comes through a mix of percentage-of-AUM fees and performance-based fees. The firm reports it is not an active ESG investor and does not operate as a capital allocator. It is not registered as a multi-state adviser and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Andrew Barriger

    Chief Financial Officer & Chief Compliance OfficerCRD 5171177

  • Rory Vandamme

    Rory Vandamme

    Chief Financial OfficerCRD 7283057

Contacts

3 of 3
  • Colin Butterfield

    Colin Butterfield

    Managing PartnerCRD 7283055

  • Daniel Sachs

    Daniel Sachs

    Managing DirectorCRD 7283065

  • Derek Lister

    Derek Lister

    Managing Director, InvestmentsCRD 8046787

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth