Solstein Capital, LLC
Solstein Capital, LLC (CRD# 157888) is a financial advisory firm headquartered in Menlo Park, CA. They manage $562,411,891 in 25 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management562MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$22,496,476
Compensation Options
- A percentage of assets under your management
- Performance-based fees
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX
Financial Advisors at Solstein Capital, LLC
1
Nadine Terman (CRD# 5275025) is an Investment Advisor Representative working at Solstein Capital, LLC in Menlo Park, CA and has over 12 years of experience in the finance industry.
2
J.c. Torres (CRD# 5925876) is an Investment Advisor Representative working at Solstein Capital, LLC in Menlo Park, CA and has over 12 years of experience in the finance industry.
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