AUMdb

Solera Capital, Llc

SEC-registered Investment Adviser CRD 160330 · SEC file 802-134483 · New York, NY · WWW.SOLERACAPITAL.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$36.2M $422M
Dec 2011 Dec 2024

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $39.6M combined gross assets

FundTypeDomicileGross assetsOwners
Solera Partners Ii, L.P. Private Equity Fund Delaware $39.6M 10

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Ashby, Molly Chairman And Ceo Aug 1999 (27y) 75% or more
Rai, Anita Chief Financial Officer Jun 2018 (8y) Less than 5%
Pelos, Constantine, Andrew Chief Compliance Officer Mar 2022 (4y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $39.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Solera Partners Ii, L.P. Private Equity Fund $39.6M $1.0M 10

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 644 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗