{"url":"https://nivawealth.com/firms/solpacific-315184","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/315184","regulatoryAum":153953032,"crd":"315184","history":[{"filedOn":"2022-06-29","regulatoryAum":158366842,"clients":2,"employees":7,"offices":1},{"filedOn":"2023-05-08","regulatoryAum":172676485,"clients":2,"employees":7,"offices":1},{"filedOn":"2024-03-06","regulatoryAum":167375904,"clients":2,"employees":8,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":133789875,"clients":2,"employees":8,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":153953032,"clients":2,"employees":8,"offices":1}],"secFileNumber":"801-126254","legalName":"Solpacific, LLC","displayName":"SolPacific","slug":"solpacific-315184","website":"https://solpacificinv.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/315184/1086b88fed53d106-r1.webp","tone":"dark","width":663,"height":200,"sourceUrl":"https://solpacificinv.com/","sourceLabel":"Solpacific, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/solpacific-llc","founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"202 W. Superior St., Ste. 721","city":"Duluth","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55802-1915"},"tradeNames":[],"registration":{"secApproved":"29 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":153953032,"discretionary":153953032,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":153953032}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"SolPacific has custody of $154M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Abbot Apter","title":"Chief Executive Officer","crd":"7396462"},{"name":"Jason Karnowski","title":"Chief Operating Officer, Chief Financial Officer","crd":"7396464"},{"name":"Gregory Borash","title":"Chief Compliance Officer","crd":"7396463"}],"ownership":[{"label":"Abbot Apter","detail":"Chief executive officer in the 75% or more ownership band and a control person, since April 2015."},{"label":"Gregory Borash","detail":"Chief compliance officer in the 10% to 25% ownership band and a control person, since April 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"202 W. Superior St., Ste. 721","city":"Duluth","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"218-720-3807","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/315184/PDF/315184.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does SolPacific have?","answer":"SolPacific has 2 clients and manages $154 million for them, as of March 2026. They include 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SolPacific offer?","answer":"SolPacific provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does SolPacific have?","answer":"SolPacific has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SolPacific?","answer":"SolPacific’s direct owners are Abbot Apter (75% or more) and Gregory Borash (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SolPacific get paid?","answer":"SolPacific is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact SolPacific?","answer":"SolPacific’s main office is at 202 W. Superior St., Ste. 721, Duluth, MN 55802-1915. Its phone number is 218-720-3807. Its website is solpacificinv.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}