Solomon Hess Capital Management

What Solomon Hess Capital Management does

Solomon Hess Capital Management is a privately held boutique investment manager founded in 2004 and headquartered in Arlington, Virginia. The firm manages approximately $900 million in assets under management across two primary investment strategies: the SBA Loan Fund, which acquires Small Business Administration section 7(a) program loans in the secondary market, and Absolute Return Investments, an alternative strategy for institutions and accredited individual investors. The firm has been active in the SBA 7(a) secondary market for over 22 years and has deployed more than $3.9 billion across 10 investment vehicles since inception.

The firm's core product, the SBA Loan Fund, delivers CRA-eligible investments to domestic banks that need to satisfy Community Reinvestment Act obligations, while also serving institutional and accredited individual investors seeking community development exposure or absolute return profiles. Distribution is relationship-based, conducted through direct sales to bank and institutional clients and a password-protected investor portal. Solomon Hess operates with a lean 1-10 employee footprint and does not disclose pricing, fee schedules, or revenue.

The business model is a recurring investment management fee structure applied to private investment funds. Marketing is concentrated on institutional and qualified investor channels, supported by impact reports, fact sheets, and loan-level profile disclosure that emphasizes job creation and community outcomes. The firm's positioning combines regulatory utility (CRA credit) with impact-driven small business lending, but the data set contains no evidence of recent funding events, M&A, leadership changes, geographic expansion, or AI/technology capability development.

Name

Solomon Hess Capital Management

Legal name

Solomon Hess Capital Management, LLC

Website

https://solomonhess.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Solomon Hess Capital Management is a boutique investment manager that runs the SBA Loan Fund and Absolute Return Investments strategies for domestic banks seeking CRA-eligible investments and institutional/accredited investors, with approximately $900 million in AUM.

Ownership category

akta.pro rank

Product category

Impact Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Miscellaneous Business Credit Institution (6159)

akta.pro industry

PRIMARYFSAEAEAI

SBA/USDA Government-Backed Loan Intermediation

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Mortgage Brokerage & Loan Intermediation

Keywords

• SBA 7(a) loan fund
• CRA-eligible investments
• Community development lending
• Absolute return strategies
• Boutique investment management

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: The firm generates revenue through investment management fees charged to investors in its private investment funds, including the SBA Loan Fund and Absolute Return Investments.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Solomon Hess Capital Management is a boutique investment manager that operates two flagship investment strategies: the SBA Loan Fund, which acquires Small Business Administration section 7(a) program loans in the secondary market to deliver CRA-eligible investments and community development impact, and Absolute Return Investments, an alternative strategy for institutions and accredited individuals seeking returns uncorrelated to traditional benchmarks. The firm manages approximately $900 million in assets and has invested over $3.9 billion across 10 investment vehicles since its founding in 2004.

Product overview

Solomon Hess Capital Management operates as a boutique investment manager offering two distinct investment products. The SBA Loan Fund is the flagship offering that focuses on acquiring Small Business Administration section 7(a) loans in the secondary market, targeting domestic banks seeking CRA-eligible investments and institutional investors. The Absolute Return Investments strategy provides an alternative approach for institutions and accredited individuals seeking returns uncorrelated to traditional market benchmarks. Both products are part of the firm's mission to generate both attractive risk-adjusted returns and positive community and economic development impacts.

Differentiator

Problem solved

Functional benefit

Products and services

• SBA Loan Fund The flagship investment fund that acquires Small Business Administration section 7(a) program loans in the secondary market. It delivers consistent returns and community development benefits for domestic banks seeking CRA-eligible investments and other institutional investors. The fund has been operating since 2004.
• Absolute Return Investments An investment strategy targeting absolute returns for institutions and accredited individual investors seeking alternative investment opportunities outside traditional market benchmarks.

Quantifiable outcome

• Over $3.9 billion invested across 10 investment vehicles since founding in 2004
• +2 more outcomes

Named customers29 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves2 records

Expansion highlights2 records

Direct peers

• Coastal Enterprises Inc (CEI): CDFI deploying capital into small businesses and underserved communities across the US, overlapping Solomon Hess's small-business impact lending mandate and bank/institutional investor channels.
• Calvert Impact Capital: Impact-focused investment manager raising capital from institutional and individual investors to fund community development loans, including CRA-eligible products, directly overlapping Solomon Hess's SBA Loan Fund customer base.
• Community Capital Management: Fixed-income impact investment manager specializing in CRA-eligible and community development investments for banks and institutional investors, addressing the same regulatory-driven bank demand as Solomon Hess.
• National Community Investment Fund (NCIF): CDFI focused on CRA-qualified investments and minority depository institutions, providing a comparable platform of CRA-eligible loan products for bank investors.
• Capital Impact Partners: CDFI and impact investment firm operating loan funds for community development, comparable to Solomon Hess in mission, investor base, and small-business/community-development loan focus.
• BlueHub Capital: CDFI operating small-business and community development loan funds, raising capital from banks and impact investors in a model closely paralleling Solomon Hess's SBA Loan Fund.
• Reinvestment Fund: Community development financial institution (CDFI) that finances housing, schools, and small businesses by raising capital from banks and institutions, mirroring Solomon Hess's blend of impact lending and CRA-eligible structures.

Emerging players

• CNote: Digital impact investment platform pooling accredited-investor capital to fund CDFI loans, addressing a similar community-development investor base but with a fintech distribution approach versus Solomon Hess's relationship-led model.

Broad incumbents

• Nuveen (TIAA) Impact Strategies: Large diversified asset manager with community development and impact strategies including CRA-eligible products, competing for the same institutional and bank impact allocations but at significantly greater scale.
• Prudential Impact Investing: Large incumbent insurance/asset manager with dedicated impact-investing vehicles focused on community development and small-business lending, representing a broader-portfolio competitor for institutional impact mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/solomon-hess-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Solomon Hess Capital Management