The SOLSTEIN CAPITAL is a privately held investment adviser that advises $801.82mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. SOLSTEIN CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 242.97% over the last 5-years.
The Group has been registered with the SEC for 8.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1285 EL CAMINO REAL SUITE 100, MENLO PARK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $801.82mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $381.64mn or 47.6% of Total Assets and Government Entities and Pension Plans own $367.39mn or 45.82% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SOLSTEIN CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.