# Solum Partners

> Solum Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 310213
- Filed as: SOLUM PARTNERS
- Legal name: Solum Partners LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310213
- AdvisorCensus page: https://advisorcensus.com/firm/solum-partners-boston-ma-310213

## Quick answers

**How is Solum Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Solum Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Solum Partners located?**
Solum Partners' principal office is in Boston, MA, according to its Form ADV.

**Is Solum Partners registered with the SEC or a state?**
Solum Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310213.

**How much does Solum Partners manage?**
Solum Partners reports $1,746,500,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (88% discretionary).

**How have Solum Partners' assets and staff changed since 2021?**
In the Form ADV data for Solum Partners: Regulatory assets under management: $1,514,200,000 in the October 2021 data and $1,746,500,000 in the October 2026 data, up 15%. Total employees: 28 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Solum Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Solum Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310213

**What changed in Solum Partners' recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,746,500,000
- Discretionary: $1,528,200,000
- Non-discretionary: $218,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1,528,200,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $218,300,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 24 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solumpartners.com
- LinkedIn @solum-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,514,200,000 | 28 | March 31, 2021 |
| October 2022 | $1,395,200,000 | 30 | March 18, 2022 |
| October 2023 | $1,858,500,000 | 26 | March 30, 2023 |
| October 2024 | $1,876,700,000 | 30 | April 29, 2024 |
| October 2025 | $1,744,300,000 | 25 | March 28, 2025 |
| October 2026 | $1,746,500,000 | 24 | June 15, 2026 |

Regulatory assets under management: $1,514,200,000 in the October 2021 data and $1,746,500,000 in the October 2026 data, up 15%.
Total employees: 28 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 16 to 14.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solum Partners (CRD 310213): Form ADV filing data as of October 2026.