The Solaris Group

The Solaris Group Overview

Founded 2003
Founded
Status Acquired/​Merged
Latest Deal Type M&A
Financing Rounds 2

The Solaris Group General Information

Description

Provider of asset management services intended to manage diverse portfolio of investments. The company specializes in wealth strategy, specialized advisory, investment consulting & asset management for individuals, family offices, foundations & charitable programs and other non-profit institutions including schools, colleges, cultural institutions, religious organizations and senior living facilities.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Klingenstein Fields Wealth Advisors
Primary Office
  • 125 Park Avenue
  • Suite 1700
  • New York, NY 10017
  • United States
+1 (212) 000-0000
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The Solaris Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Solaris Group Executive Team (6)

Name Title Board Seat Contact Info
Albert Bellas JD Co-Founder, Senior Managing Director & Advisor
Ralph Sinsheimer Co-Founder, Senior Managing Director & Advisor
Stephen Wells Co-Founder, Senior Managing Director & Advisor
Scott Wilson Chief Administrative Officer

2 Former Executives

The Solaris Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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