Overview
Assets Under Management: $909 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Frequently Asked Questions
SOLLINDA CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321742), SOLLINDA CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SOLLINDA CAPITAL MANAGEMENT LLC is headquartered in MIAMI, FL.
SOLLINDA CAPITAL MANAGEMENT LLC serves 104 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, SOLLINDA CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SOLLINDA CAPITAL MANAGEMENT LLC manages $909 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, SOLLINDA CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,506
Discretionary Accounts: 1,503
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 321742
Filing ID: 2015954
Last Filing Date: 2025-11-14 15:24:29
Website: 7