CAPITAL SOLUTIONS
CAPITAL SOLUTIONS, INC. Legal Name
Adviser information for CAPITAL SOLUTIONS last updated from Form ADV on March 19th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118624 |
|---|---|
| SEC ERA File Number | 802-118624 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283533 |
| Legal Entity Identifier | None |
Principal Office
751 ARBOR WAYSUITE 210
BLUE BELL
PA
United States
Monday - Friday, 9:00 AM -6:00 PM
Tel: 215-540-0505, Fax: 215-540-0355
Websites
Chief Compliance Officer
JESSICA STARKEY
VP ASSET MANAGEMENT & CONTROLLER
751 ARBOR WAY
SUITE 210
BLUE BELL
PA
United States
Tel:
215-540-0505 EXT 103
Fax:
2155400355
J***@**********M
(Full email address available in API data)
Industry Affiliates
| 300 HEINZ PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ADLEY LUXE GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOUNTIFUL VILLAGE GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS 545 NORTH BROAD GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS ALLENTOWN PARKWAY GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS BOYNTON PREFERRED GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS CROSSTOWN GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS DULUTH GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS GEORGETOWN ASSOCIATES GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS TAMARAC GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ELEISON GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ELEVATE SUMMERVILLE GENERAL LLC | Sponsor, GP, manager of pooled investment vehicles |
| FOUR CORNERS FRISCO GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NOA GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SFA 1411 GENERAL LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRADITION SUMMERVILLE GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| VIVERE GENERAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 300 HEINZ PARTNERS, LLC | Real Estate Fund | $15.9M | $0.3M | 117 |
| ADLEY LUXE ASSOCIATES, L.P. | Real Estate Fund | $9.4M | $0.3M | 88 |
| BOUNTIFUL VILLAGE ASSOCIATES, L.P. | Real Estate Fund | $3.0M | $0.3M | 34 |
| CS 545 NORTH BROAD LLC | Real Estate Fund | $6.0M | $0.3M | 27 |
| CS ALLENTOWN PARKWAY ASSOCIATES, LP | Real Estate Fund | $1.8M | $0.3M | 39 |
| CS BOYNTON PREFERRED, LP | Real Estate Fund | $6.6M | $0.3M | 39 |
| CS CROSSTOWN ASSOCIATES, L.P. | Real Estate Fund | $2.2M | $0.3M | 17 |
| CS DULUTH ASSOCIATES, L.P. | Real Estate Fund | $8.8M | $0.3M | 75 |
| CS GEORGETOWN ASSOCIATES, LP | Real Estate Fund | $12.1M | $0.3M | 94 |
| CS TAMARAC PREFERRED II, LP | Real Estate Fund | $7.9M | $0.3M | 39 |
| ELEISON INVESTORS II, LP | Private Equity Fund | $2.1M | $0.2M | 44 |
| ELEISON INVESTORS, LP | Private Equity Fund | $3.7M | $0.2M | 53 |
| ELEVATE SUMMERVILLE ASSOCIATES, L.P. | Real Estate Fund | $6.3M | $0.3M | 50 |
| FOUR CORNERS FRISCO ASSOCIATES, L.P. | Real Estate Fund | $18.0M | $0.3M | 127 |
| NOA ASSOCIATES, L.P. | Real Estate Fund | $12.7M | $0.3M | 103 |
| SFA 1411 ASSOCIATES, L.P. | Real Estate Fund | $6.7M | $0.3M | 53 |
| TRADITION AT SUMMERVILLE ASSOCIATES, LP | Real Estate Fund | $6.4M | $0.3M | 45 |
| VIVERE ASSOCIATES, L.P. | Real Estate Fund | $16.3M | $0.3M | 122 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Seidman, Frank, Lee | Individual | – | PRESIDENT | 01/1991 | > 75% |
| Donato, Francis, L | Individual | – | VICE PRESIDENT | 08/2002 | 5-10% |
| Sanghrajka, Nimish, N | Individual | – | MEMBER | 01/2014 | 5-10% |
| Starkey, Jessica, L | Individual | – | VP ASSET MANAGEMENT, CONTROLLER & CCO | 01/2001 | < 5% |