Solid Street Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Solid Street Capital Management provides discretionary portfolio management focused on pooled vehicles and institutional or corporate accounts, investing primarily in individual equities, exchange-traded funds, and derivatives, with the ability to use mutual funds and fixed income when deemed advantageous. The firm was formed in 2014 and, at the time of its brochure, had not yet established managed client accounts.
The firm’s investment process blends technical, fundamental, and statistical analysis and applies proprietary trading methodologies, including an SS‑Rating system that ranks securities in real time to guide selections and position sizing. Portfolios are typically concentrated and may involve frequent trading and options strategies; trade allocations are handled mechanically across managed accounts to reduce conflicts between different fee arrangements.
Compared with many peers, Solid Street publishes a monthly aggregate performance newsletter and emphasizes client education through seminars, workshops, and published instructional materials and media commentary by the firm’s principal. The combination of a documented proprietary ranking system, a formal code of ethics, and active educational outreach is atypical for a small investment manager primarily focused on pooled and institutional mandates.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
2% annually
20% of net capital gains for clients with net worth exceeding $1.5 million, payable quarterly with high watermark calculation
Account minimum: $50,000
Main office location
Solid Street Capital Management
Pine Brook NJ, United States
Number of offices
0
Most active in
Solid Street Capital Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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