Solstein Capital, LLC

Solstein Capital, LLC (CRD# 157888) is a financial advisory firm headquartered in San Francisco, CA. They manage $29,674,781 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
120 Green Street, Third Floor, San Francisco, CA 94111
http://www.solsteincapital.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $29,674,781
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Solstein Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lee Fishman, financial advisor San Francisco CA
Lee J. Fishman
CRD#: 4211086
120 Green Street, Third Floor, San Francisco, CA 94111
93
Wealthminder
score

Lee Fishman (CRD# 4211086) is an Investment Advisor Representative working at Solstein Capital, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Feliks Bernshteyn, financial advisor San Francisco CA
Feliks Bernshteyn
CRD#: 4832941
120 Green Street, Third Floor, San Francisco, CA 94111
90
Wealthminder
score

Feliks Bernshteyn (CRD# 4832941) is an Investment Advisor Representative working at Solstein Capital, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

3
Nadine Terman, financial advisor San Francisco CA
Nadine F. Terman
CRD#: 5275025
120 Green Street, Third Floor, San Francisco, CA 94111
90
Wealthminder
score

Nadine Terman (CRD# 5275025) is an Investment Advisor Representative working at Solstein Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

4
J.c. Torres, financial advisor San Francisco CA
J.c. Torres
CRD#: 5925876
120 Green Street, Third Floor, San Francisco, CA 94111
90
Wealthminder
score

J.c. Torres (CRD# 5925876) is an Investment Advisor Representative working at Solstein Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals