SOLUM PARTNERS
Latest filing: Mar 28, 2025 (82 days ago)
AUM
$1,744,300,000
-5% change vs. 1 year ago
25% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
25
-17% change vs. 1 year ago
-17% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BOSTON, MA
211 CONGRESS STREET, BOSTON, MA, UNITED STATES, 02110-2410
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.3 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.5 |
| Institutional | $0.3 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.3 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SOLUM PARTNERS GP II LP | $0.0 | - | |
| SOLUM PARTNERS GP I LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| BUTTERFIELD, COLIN | PARTNER AND CHIEF EXECUTIVE OFFICER, MEMBER |
| VANDAMME, RORY, ARTHUR | PARTNER, CHIEF OPERATING OFFICER, AND CHIEF FINANCIAL OFFICER |
| EGLESTON, PAMELA, WOODLOCK | PARTNER, GENERAL COUNSEL, AND CHIEF COMPLIANCE OFFICER |
| KOO, GAVIN, ROSS | PARTNER, MANAGING DIRECTOR |
| SACHS, DANIEL, MARTELLINI | PARTNER, MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.7 | $0.0 | 0% | 25 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $1.8 | -$0.1 | -5% | 30 | -5 | -17% |
| 2023-04-04 | $1.9 | -$0.1 | -6% | 26 | -1 | -4% |
| 2022-04-01 | $1.4 | $0.3 | 25% | 30 | -5 | -17% |
| 2021-04-05 | $1.5 | $0.2 | 15% | 28 | -3 | -11% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, MA-09/11/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV