RIA Intel›Advisers›Massachusetts›SOLUM PARTNERS LP

SOLUM PARTNERS LP

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+1.0%

3-Year CAGR

+7.2%

Employees

14

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.5B

Non-Discretionary AUM$218M

Discretionary %87.5%

Total Clients3

Team

Total Employees14

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingAug 12, 2020

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOLUM PARTNERS LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.