SOLIDARITY CAPITAL MANAGEMENT, LLC
Adviser information for SOLIDARITY CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 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 | Utah, 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 | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $66.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $66.7M |
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 | 1 | $66.7M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127280 |
|---|---|
| SEC ERA File Number | 801-127280 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322596 |
| Legal Entity Identifier | None |
Principal Office
3600 N OUTLET PARKWAYSUITE 200
LEHI
UT
United States
Monday - Friday, 9:00 AM - 5:00PM
Tel: 385-374-1665, Fax: None
Chief Compliance Officer
JEFFREY MCCLEAN
3600 N OUTLET PARKWAY
SUITE 200
LEHI
UT
United States
Tel:
385-374-1665
J***@*********************D
(Full email address available in API data)
Industry Affiliates
| SOLIDARITY CAPITAL PARTNERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| SOLIDARITY WEALTH, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOLIDARITY CAPITAL FUND I, LP | Hedge Fund | $66.7M | $0.5M | 45 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHITCHURCH, ZACHARY, MONTAGUE | Individual | – | MANAGER | 08/2022 | 25-50% |
| MORTIMER, WILLIAM, JAMES | Individual | – | MANAGER | 08/2022 | 25-50% |
| MCCLEAN, JEFFREY, THOMAS | Individual | – | MANAGER & CHIEF COMPLIANCE OFFICER | 08/2022 | 25-50% |
| SOLIDARITY CAPITAL HOLDINGS, LLC | Domestic Entity | – | OWNER | 09/2021 | > 75% |
| DPWS HOLDINGS LLC | Domestic Entity | – | MEMBER | 09/2021 | 10-25% |
| MCCLEAN, JEFFREY, THOMAS | Individual | SOLIDARITY CAPITAL HOLDINGS, LLC | CHIEF COMPLIANCE OFFICER | 09/2021 | 25-50% |
| MORTIMER, WILLIAM, JAMES | Individual | SOLIDARITY CAPITAL HOLDINGS, LLC | PARTNER | 09/2021 | 25-50% |
| WHITCHURCH, ZACHARY, MONTAGUE | Individual | SOLIDARITY CAPITAL HOLDINGS, LLC | PARTNER | 09/2021 | 25-50% |