← Directory
SOLSTEIN CAPITAL, LLC
CRD 157888File 801-112859
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$801.8M
Above cohort median (national)
Discretionary AUM
$801.8M
Clients
30
30 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 16, 2018
- Principal office
- 1285 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025
- Phone
- 415-231-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $801.8M
- Discretionary AUM
- $801.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $26.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $4.3M |
| High net worth individuals | 14 | $381.6M |
| Pooled investment vehicles | 2 | $45.6M |
| State or municipal government entities | 5 | $367.4M |
| Individuals (other than high net worth individuals) | 8 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 22 | 30 | increased by8 |
| Apr 1, 2026 | AUM | $645,214,889 | $801,824,634 | increased by$156,609,745 |
| Apr 1, 2026 | Accounts | 25 | 30 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 22 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,151,819 | $645,214,889 | increased by$367,063,070 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 25 | decreased by1 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 1 | 20 | increased by19 |
| Apr 1, 2022 | AUM | $233,789,843 | $278,151,819 | increased by$44,361,976 |
| Apr 1, 2022 | Accounts | 44 | 26 | decreased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOLSTEIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLSTEIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.