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 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
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 3
Colin 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
Similar firms
Nextech Ventures (US) LLC
RIABoston, MA
Bcpc Advisors, LP
RIABoston, MA
Catalyst Financial Partners
RIABoston, MA
Guidepost Growth Equity Management Company, L.P.
RIABoston, MA
Omega Fund Management, LLC
RIABoston, MA
Nonantum Capital Partners
RIABoston, MA