Investment adviser · CRD 310213

SOLUM PARTNERS

Investment adviser filing (IA)

SOLUM PARTNERS LP

BOSTON, MA, United States · Form ADV filed Jun 15, 2026

Regulatory AUM: $1.75B
Client accounts: 6
Employees: 24
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$1,528,200,000	87.5%
Charities	Fewer than 5	$218,300,000	12.5%

Filing source

Form ADV 2112532 · Jun 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SOLUM PARTNERS FUND I LPPrivate Equity Fund · Last reported Jun 15, 2026$444MGross asset value

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-5318036622
Reported beneficial owners: 8
Minimum commitment: $0

Form ADV 2112532 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOLUM PARTNERS FUND II-A LPPrivate Equity Fund · Last reported Jun 15, 2026$434MGross asset value

Form D fundraising filings

Solum Partners Fund II-A LP

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Marketer BANCO ITAU (SUISSE) SA ZURICH, Switzerland Related to adviser: No

Marketer EATON PARTNERS, LLC ROWAYTON, Connecticut, United States Related to adviser: No

Marketer ITAU INTERNATIONAL SECURITIES INC. MIAMI, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

EATON PARTNERS, LLC
CRD 31170 · SEC 8-46718

ITAU INTERNATIONAL SECURITIES INC.
CRD 144769 · SEC 801-112301

Fund details & source

Fund ID: 805-4392768830
Reported beneficial owners: 60
Minimum commitment: $0
Form D file number: 021-424498

Form ADV 2112532 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOLUM PARTNERS FUND II LPPrivate Equity Fund · Last reported Jun 15, 2026$397MGross asset value

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-5113148683
Reported beneficial owners: 8
Minimum commitment: $0

Form ADV 2112532 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOLUM PARTNERS FUND III LPPrivate Equity Fund · Last reported Jun 15, 2026$37.5MGross asset value

Form D fundraising filings

SOLUM PARTNERS FUND III LP

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Marketer EATON PARTNERS, LLC ROWAYTON, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

EATON PARTNERS, LLC
CRD 31170 · SEC 8-46718

Fund details & source

Fund ID: 805-8208124997
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-543969

Form ADV 2112532 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOLUM PARTNERS FUND III-A LPPrivate Equity Fund · Last reported Jun 15, 2026$24.2MGross asset value

Form D fundraising filings

SOLUM PARTNERS FUND III-A LP

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Marketer EATON PARTNERS, LLC ROWAYTON, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

EATON PARTNERS, LLC
CRD 31170 · SEC 8-46718

Fund details & source

Fund ID: 805-9888851042
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-543970

Form ADV 2112532 · Jun 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 15, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

211 CONGRESS STREET, SUITE 200
BOSTON, MA, 02110-2410, United States

CRD 310213

Filing source

Form ADV 2112532 · Jun 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.