SOLSTEIN CAPITAL, LLC

CRD 157888File 801-112859

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$801.8M

Above cohort median (national)

Discretionary AUM

$801.8M

Clients

30 accounts

Employees

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
Website: HTTP://WWW.SOLSTEINCAPITAL.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.