Solidarity Capital Management, LLC

Assets Under Management

$99.4M

Number of Clients

1

Number of Advisors

4

Average Client AUM

$99.4M

AUM per Advisor

$24.9M

Compensation

Fee-Only (AUM)

About This Firm

Solidarity Capital Management, LLC manages the Solidarity Capital Fund I, LP, focusing on generating returns through option writing strategies. The firm intends to establish an investment policy and manage investments in the context of each Client’s individual objectives and risk tolerances. The Adviser may employ other strategies and may take advantage of opportunities in diverse asset classes if they meet the Adviser’s standards of investment merit to provide current income.

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

The Adviser receives a monthly management fee of 1/12 of 1.0% (approximately 1.0% annually) of the lesser of (i) each Investor’s share of the Fund’s Net Asset Value or (ii) the Investor’s Aggregate Unreturned Capital Contributions. Investors will also be charged a Performance Allocation. The minimum investment in the Fund is $500,000, and Investors must maintain a minimum account balance of at least $250,000 after a withdrawal.

Areas of Practice
Investment Management
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

4 Advisors at this firm