S
$133.0M Total AUM
$133.0M Disc. AUM
-- 3Y CAGR
3 Employees
16 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Goldman Sachs ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
101 Glen Lennox Drive Suite 300 Chapel Hill NC
About Structural Solutions LLC
Structural Solutions LLC is a Chapel Hill-based RIA. The firm has been operating for 20 years. Managing $133.0M in total assets under management, with 2 advisory representatives. They custody assets with Goldman Sachs and UBS.
Team overview
-- AVG AGE
$66.5M AVG AUM / ADVISOR
$8.3M AVG AUM / CLIENT
10.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOEL DAVID HORNSTEIN
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 75% or more
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Available
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CALEB LEWIS NICOTRI
Associate
- CRD
- --
- Ownership
- Less than 5%
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Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,985,704 | $16,623,213 |
| Non-Discretionary | $0 | -- |
| Total | $132,985,704 | $16,623,213 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Private Funds:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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