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The fee is billed in arrears and is negotiable.","source":"SOLSTEIN CAPITAL, LLC BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Solstein Capital use?","answer":"Solstein Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $214M, State Street Global Markets, LLC (Boston, MA), with $189M, UBS Financial Services Inc. (Weehawken, NJ), with $169M and Northern Trust Securities, Inc. (Chicago, IL), with $138M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Solstein Capital have?","answer":"Solstein Capital has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 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":"What does Solstein Capital invest in?","answer":"At the end of its last fiscal year, Solstein Capital’s separately managed accounts held 59% exchange-traded equities, 19% cash and equivalents, 17% registered funds (mutual funds, ETFs, BDCs) and 4% U.S. government and agency bonds. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Solstein Capital?","answer":"Solstein Capital’s direct owners are Nadine Terman (50% to 75%) and J.C. 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