Data / Investment advisers / California / Solstein Capital, LLC
Solstein Capital, LLC, Menlo Park, CA: $802 million AUM, SEC registered investment adviser
Solstein Capital, LLC is an SEC registered investment adviser with its main office in Menlo Park, California and reports $802 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, state and municipal governments and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 157888
- SEC file number
- 801-112859
- SEC status
- Approved, effective April 16, 2018
- Main office
- 1285 El Camino Real Suite 100, Menlo Park, CA 94025
- Phone
- (415) 231-3000
- Regulatory AUM
- $801,824,634 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $801,824,634
- Accounts
- 30
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 1 hedge fund, 1 liquidity fund
- Gross assets of private funds
- $45,599,065
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $381.6 million |
| State or municipal government entities | 5 | $367.4 million |
| Pooled investment vehicles | 2 | $45.6 million |
| Other investment advisers | 1 | $4.3 million |
| Individuals (other than high net worth individuals) | 8 | $2.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $801.8 million | March 24, 2026 |
| December 1, 2025 | $645.2 million | March 26, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lyell Wealth Management LP | Menlo Park | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Robinhood Asset Management | Menlo Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Triplepoint Advisers LLC | Menlo Park | $1.31 billion | 1 | adviserinfo.sec.gov |
| Sage Rhino Capital LLC | Menlo Park | $883.7 million | Not listed | adviserinfo.sec.gov |
| Nelson Capital Management, LLC | Menlo Park | $810.8 million | Not listed | adviserinfo.sec.gov |
| Friends & Family Capital Management, LLC | Menlo Park | $793.8 million | 17 | adviserinfo.sec.gov |
| Robinhood Ventures | Menlo Park | $717.4 million | Not listed | adviserinfo.sec.gov |
| Tidemark Management Company LP | Menlo Park | $699.6 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Solstein Capital, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.