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SOLSTEIN CAPITAL, LLC

MENLO PARK, CA · CRD 157888 · IAPD ↗ · 415-231-3000

$801.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — SOLSTEIN CAPITAL, LLC now reports custody of client assets ($47.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — SOLSTEIN CAPITAL, LLC crossed $500M in regulatory AUM ($382.7M -> $562.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.