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| Happy Holidays!! thanks for using AUM13F!! |
| Sollinda Capital Management LLC
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| CRD # | 321742 |
| SEC # | 801-127144 |
| CIK # | 0002012034 |
| AUM | $909.4 M (2025-03-17) |
| Employees | 18 (78% Investors, 39% Brokers) |
| Phone | 844-662-1211 |
| Address | 1111 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012034 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 2.9 | ||
| Apple Inc | 2.8 | ||
| Abbott Laboratories | 2.4 | ||
| Exxon Mobil Corp | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,385 | 210.7 |
| (b) Individuals (high net worth individuals) | 104 | 206.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 41.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 451.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,506 | 909.4 |
| By Discretionary | ||
| Discretionary | 1,503 | 906.2 |
| Non-Discretionary | 3 | 3.2 |
| Total | 1,506 | 909.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 909.4 | |
| Total | 1,506 | 909.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012034] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
|
Violich Capital Management
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CA | 0.9 |
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Kohmann Bosshard Financial Services LLC
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OH | 0.9 |
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Peak Asset Management LLC
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CO | 0.9 |
|
Kerberrose Wealth Management LLC
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WI | 0.9 |
|
Fifth Avenue Family Office LLC
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FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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|
WA | 0.9 |
|
Bearing Point Capital LLC
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|
MN | 0.9 |
|
COFG Advisors LLC
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|
IL | 0.9 |
|
Foresight Global Investors Inc
✚
|
NY | 0.9 |