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SOLSTEIN CAPITAL, LLC
CRD 157888 · SEC 801-112859
1285 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025, United States
Phone
415-231-3000
Fax
415-231-3001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$801.8M
Discretionary AUM
$801.8M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.9M |
| High net worth individuals | 14 | $381.6M |
| Pooled investment vehicles | 2 | $45.6M |
| State/municipal entities | 5 | $367.4M |
| Other investment advisers | 1 | $4.3M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD