Solstein Capital

What Solstein Capital does

Solstein Capital, LLC is an independent, private investment firm founded in 2010 in Silicon Valley by Nadine Terman (CEO/CIO), JC Torres, and Sandra Southworth (Director of Operations/CCO), all of whom have worked together since 2005. The firm offers a multi-product investment platform comprising a Global Hedge Fund (launched August 2011), Long-Only Strategies (2016), and Family Office Investment Services (2017), managed through a proprietary three-step framework — Map the Environment (macroeconomic top-down), Identify Opportunities (bottom-up fundamental quality/value screen), and Manage Tactically (quantitative tactical overlay). The business serves three client segments — institutional investors (pensions, endowments, foundations), family offices and family foundations, and individuals/couples — through separately-managed accounts and co-mingled vehicles, with a cloud-based Client Portal providing portfolio detail, document sharing, and daily reconciliation against external custodians (Goldman Sachs, Northern Trust for institutions; Schwab, Interactive Brokers, UBS for family offices).

Revenue is generated exclusively through investment management fees, with pricing fully custom and not publicly disclosed, governed by multi-year contracts and delivered via a direct, consultative enterprise field-sales motion. Distribution relies on founder-led relationships, recurring CNBC Fast Money appearances (2021–2022), Bloomberg/TD Ameritrade/Invest for Kids speaking engagements, and 100WF advisory council participation. The firm has built a differentiated partnership stack: UBS Global Family Services for wealth offerings and prime brokerage, Coinbase for institutional cryptocurrency investing, and UNPRI signatory status for ESG integration. Solstein is founder-owned with no disclosed external funding, operates with 1–10 employees from its Menlo Park headquarters at 1285 El Camino Real, and does not publicly report AUM or revenue.

Name

Solstein Capital

Legal name

SOLSTEIN CAPITAL, LLC

Website

https://solsteincapital.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Solstein Capital is an independent, private investment firm offering global hedge fund, long-only, and family office investment management to institutional clients, family offices, and high-net-worth individuals through a proprietary three-step investment framework and bespoke separately-managed accounts.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Investment management services
• Global hedge fund
• Long-only strategies
• Family office services
• Bespoke portfolio management

Headquarters

HQ city

Menlo Park

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, Others

Revenue model

1. Investment Management Fees: Solstein Capital generates revenue through investment management fees charged for managing client portfolios. The firm manages assets via separately-managed accounts and co-mingled vehicles including global hedge fund and long-only strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Solstein Capital is an independent investment management firm that delivers global hedged equity strategies, long-only multi-asset class strategies, and bespoke investment solutions to institutional clients, family offices, and high-net-worth individuals. The firm manages portfolios through separately managed accounts, hedge fund vehicles, and custom mandates, with services spanning portfolio construction, manager selection, risk management, and ongoing portfolio oversight.

Product overview

Solstein Capital is an independent, private investment firm offering a multi-product investment platform. The core offerings include a Global Hedge Fund (launched August 2011) and Long-Only Strategies (launched 2016), managed through a three-step investment framework (Map the Environment, Identify Opportunities, Manage Tactically). Family Office Investment Services (launched 2017) provides outsourced CIO solutions. Clients access investment information through a cloud-based Client Portal that links to external custodians for daily reconciliation. Investment mandates span institutional clients, family offices, and individuals, with strategies across global hedged, long-only, and bespoke configurations.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Hedge Fund Long/short global equity hedge fund strategy providing risk-managed global equity exposure for institutional, family office, and high-net-worth clients.
• Long-Only Strategies Long-only multi-asset class strategies spanning global equities, fixed income, and alternatives for clients seeking unhedged exposure.
• Family Office Investment Services Bespoke investment service for single- and multi-family offices providing outsourced CIO capabilities, portfolio construction, manager selection, risk management, and integrated reporting.
• Institutional Investment Management Investment management services for institutions such as pension plans, endowments, and foundations, providing global equity, fixed income, and multi-asset portfolios with institutional-grade operations.
• Individual Investment Management Bespoke individually managed account portfolios for high-net-worth individuals, including management of concentrated stock positions, alternative investments such as cryptocurrency, and integrated tax planning support.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Seven partnerships are on record, tiered core and supporting.

• UBScoreStrategic or Co-development PartnerSolstein has a partnership with UBS wherein sizeable Solstein clients can leverage both UBS Global Family Services' wealth management offerings (e.g., loans, new entity establishment, physical gold delivery, private equity investments) as well as UBS' prime brokerage offerings. UBS also serves as a custodian for family office clients.
• CoinbasecoreTechnology or IntegrationSolstein has an institutional Coinbase relationship that enables Solstein to establish accounts, trade cryptocurrencies, and create custody arrangements with Solstein clients. This allows the firm to offer cryptocurrency investment capabilities to qualified clients.
• SchwabsupportingOthersSchwab serves as a custodian for family office clients' investment accounts, providing account administration and asset custody services.
• Interactive BrokerssupportingOthersInteractive Brokers serves as a custodian for family office clients' investment accounts, providing account administration and asset custody services.
• Goldman SachssupportingOthersGoldman Sachs serves as a custodian for institutional clients' investment accounts.
• Northern TrustsupportingOthersNorthern Trust serves as a custodian for institutional clients' investment accounts.
• United Nations-supported Principles for Responsible Investment (UNPRI)coreStrategic or Co-development PartnerSolstein Capital became a signatory of the United Nations-supported Principles for Responsible Investment, committing to incorporate ESG issues into investment analysis and decision-making processes, active ownership practices, and responsible disclosure.

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Arjuna Capital: Boutique, values-aligned RIA offering active long-only strategies to institutions and family offices. Highly comparable in size, ESG orientation (UNPRI-aligned), and founder-led boutique model.
• Boston Common Asset Management: Small, independent, ESG-focused RIA managing portfolios for institutions and individuals. Comparable as a multi-product boutique manager with a UNPRI-aligned sustainable investment framework.
• Pzena Investment Management: Independent, fundamental, value-oriented manager offering long-only and hedge strategies to institutional clients. Comparable independent-boutique model, although materially larger and public.
• Westwood Holdings Group: Small-cap independent RIA managing multi-asset portfolios for institutions, advisors, and private wealth. Closely comparable boutique active-management platform serving institutional clients.
• Chilton Investment Company: Private, founder-led investment firm offering global hedged and long-only strategies to institutional and family-office clients. Directly comparable multi-strategy boutique model with global reach.
• AJO Partners: Boutique, fundamental, multi-cap manager serving institutional and family-office clients with disciplined, concentrated strategies. Closely matches Solstein's independently owned, fundamental, multi-mandate model.

Emerging players

• Green Alpha Advisors: Smaller, newer sustainable-investing boutique RIA focused on active equity portfolios for institutions and individuals. Comparable ESG-led boutique positioning, though a less established track record than Solstein.

Broad incumbents

• Northern Trust Asset Management: Large institutional asset manager serving pensions, endowments, and family offices globally. Direct incumbent competitor for institutional mandates; also a custodian partner of Solstein.
• Silvercrest Asset Management: Public, multi-affiliate RIA offering institutional and family-office investment management. Competes with Solstein for institutional and UHNW mandates but at substantially greater scale and breadth.
• Goldman Sachs Asset Management: Global incumbent asset manager serving institutions and family offices across public and private markets. Direct incumbent competitor for institutional mandates; also a custodian partner of Solstein.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Solstein Capital