Asset manager · Menlo Park, CA
Solstein Capital, LLC
SEC-registered investment adviser · CRD 157888 · SEC 801-112859
At a glance
Solstein Capital, LLC is an SEC-registered investment adviser based in Menlo Park, California, with $802 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 22 individual clients. By Form ADV it is a asset manager, ranked 1,462nd of 3,218 asset managers and 6,089th of 17,210 SEC-registered advisers by assets.
Main office 415-231-3000solsteincapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $802M
- Rank among asset managers
- #1,462 of 3,218
- Rank among all SEC RIAs
- #6,089 of 17,210
- Rank in California
- #707 of 1,873
- Individual clients
- 22
- High-net-worth clients
- 14
- Accounts
- 30
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Nadine F TermanCEO, CIO, Managing Member
- J.c. TorresManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 14 | $382M | 48% |
| State or municipal government entities | 5 | $367M | 46% |
| Pooled investment vehicles | 2 | $46M | 6% |
| Other investment advisers | 1 | $4M | <1% |
| Individuals | 8 | $3M | <1% |
Private funds
Solstein Capital, LLC reports 2 private funds with $46M in gross assets: hedge funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Solstein Capital, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗solsteincapital.com ↗
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The full record on Solstein Capital, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 1,019 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Solstein Capital, LLC manage?
Solstein Capital, LLC reports $802 million in regulatory assets under management across 30 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Solstein Capital, LLC?
Solstein Capital, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Solstein Capital, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($382 million, 14 clients); state or municipal government entities ($367 million, 5 clients); pooled investment vehicles ($46 million, 2 clients).
Does Solstein Capital, LLC manage private funds?
Yes. It reports 2 private funds with $46 million in gross assets, including hedge funds, liquidity funds.
Does Solstein Capital, LLC have any disciplinary history?
Solstein Capital, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Solstein Capital, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →