SOLERA CAPITAL, LLC
DBA: SOLERA CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $422.0MFeb 2012 |
| AUM CAGR | -15.5% /yrover 14 yrs · 28 filings |
Contact & Location
Address
180 MAIDEN LANE
NEW YORK NY 10038
Phone
212-833-1440
Filing History
28 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Registered Rep