SOLUM PARTNERS
SOLUM PARTNERS LP Legal Name
Adviser information for SOLUM PARTNERS 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 30 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $1.6B |
| Non-Discretionary | 1 | $274.7M |
| Total | 4 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.6B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $274.7M |
| 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 | 0 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119432 |
|---|---|
| SEC ERA File Number | 801-119432 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310213 |
| Legal Entity Identifier | None |
Principal Office
211 CONGRESS STREETSUITE 200
BOSTON
MA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 617-655-9750, Fax: None
Chief Compliance Officer
PAMELA EGLESTON
GENERAL COUNSEL
211 CONGRESS STREET
SUITE 200
BOSTON
MA
United States
Tel:
617-655-9750
L****@****************M
(Full email address available in API data)
Regulatory Contact
SHEILA MAHER
COMPLIANCE MANAGER
211 CONGRESS STREET
SUITE 200
BOSTON
MA
United States
Tel:
617.655.9750
S***********@****************M
(Full email address available in API data)
Industry Affiliates
| SOLUM PARTNERS GP I LP | Sponsor, GP, manager of pooled investment vehicles |
| SOLUM PARTNERS GP II LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOLUM PARTNERS FUND I LP | Private Equity Fund | $734.6M | $0.0M | 8 |
| SOLUM PARTNERS FUND II LP | Private Equity Fund | $206.4M | $0.0M | 8 |
| SOLUM PARTNERS FUND II-A LP | Private Equity Fund | $229.2M | $0.0M | 56 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOLUM PARTNERS GP LLC | Domestic Entity | – | GENERAL PARTNER | 08/2020 | < 5% |
| BUTTERFIELD, COLIN | Individual | – | PARTNER AND CHIEF EXECUTIVE OFFICER | 08/2020 | 25-50% |
| VANDAMME, RORY, ARTHUR | Individual | – | PARTNER, CHIEF OPERATING OFFICER, AND CHIEF FINANCIAL OFFICER | 08/2020 | 10-25% |
| EGLESTON, PAMELA, WOODLOCK | Individual | – | PARTNER, GENERAL COUNSEL, AND CHIEF COMPLIANCE OFFICER | 08/2020 | 10-25% |
| KOO, GAVIN, ROSS | Individual | – | PARTNER, MANAGING DIRECTOR | 08/2020 | 10-25% |
| SACHS, DANIEL, MARTELLINI | Individual | – | PARTNER, MANAGING DIRECTOR | 08/2020 | 10-25% |
| BUTTERFIELD, COLIN | Individual | SOLUM PARTNERS GP LLC | MEMBER | 08/2020 | 25-50% |