SOLSTEIN CAPITAL, LLC

1285 El Camino Real
Suite 100
Menlo Park, California 94025
Tel: 415-231-3000

About SOLSTEIN CAPITAL, LLC

SOLSTEIN CAPITAL, LLC, formally registered with the SEC as SOLSTEIN CAPITAL, LLC. The firm was established in 04/16/2018. They have over 1 offices throughout the country.

SOLSTEIN CAPITAL, LLC is a Menlo Park, California based Financial Planning firm with nearly $562,411,891 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157888
SEC#	801-112859
Assets Managed by Firm	$562,411,891
No. of Clients	25
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$562,411,891
Individuals (other than high net worth individuals)	Fewer than 5 clients	$519,847
High net worth individuals	16	$285,183,453
Charitable organizations	Fewer than 5 clients	$8,915,506
Corporations or other businesses	Fewer than 5 clients	$7,865,181

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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