AUMdb

Solidarity Capital Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 322596 · SEC file 801-127280 · Lehi, UT · www.solidaritycapital.com
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$128M
Discretionary
$128M
Clients
1
Avg AUM / client
$128M
Accounts
1
Employees
4

AUM over time

$0 $128M
Jan 4, 2023 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $128M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $66.7M combined gross assets

FundTypeDomicileGross assetsOwners
Solidarity Capital Fund I, Lp Hedge Fund Delaware $66.7M 45

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jeffrey Thomas Mcclean Manager & Chief Compliance Officer Sep 2021 (5y) 25% – 50%
William James Mortimer Manager Sep 2021 (5y) 25% – 50%
Zachary Montague Whitchurch Manager CFP Sep 2021 (5y) 25% – 50%
Robert Clark Featherstone Registered representative Oct 2024 (2y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Solidarity Capital Holdings, Llc Owner Sep 2021 A 75% or more
Dpws Holdings Llc Member Sep 2021 A 10% – 25%

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, $66.7M gross assets)

FundTypeGross assetsMin. investmentOwners
Solidarity Capital Fund I, Lp Hedge Fund $66.7M $500K 45

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.23 MB 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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) ↗