SOLOMON API LLC
Adviser information for SOLOMON API LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 9 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,123 | $280.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,123 | $280.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,110 | $252.0M |
| HNW Individuals | 23 | $28.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 186 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-113882 |
|---|---|
| SEC ERA File Number | 801-113882 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159471 |
| Legal Entity Identifier | None |
Principal Office
1950 ROCKLEDGEUNIT 201
ROCKLEDGE
FL
United States
Monday - Friday, 9:00-5:00
Tel: 321-888-2599, Fax: None
Chief Compliance Officer
PAUL STANLEY
PARTNER / IAR
1950 ROCKLEDGE
UNIT 201
ROCKLEDGE
FL
United States
Tel:
321-888-2599
P*****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MYLAND, MATTHEW, EDWIN | Individual | – | MANAGING PARTNER/IAR | 10/2011 | 25-50% |
| GMF PRIVATE WEALTH MANAGEMENT GENPAR, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2011 | < 5% |
| MYLAND, MATTHEW, EDWIN | Individual | GMF PRIVATE WEALTH MANAGEMENT GENPAR, LLC | MANAGING MEMBER/SHAREHOLDER | 12/2011 | > 75% |
| MIDDLEBROOKS, JAMES | Individual | – | PARTNER | 01/2019 | 10-25% |
| STANLEY, PAUL, CONRAD | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER/IAR | 05/2019 | 25-50% |