MR
MR

Matthew Rubin

17 Years of Experience
Chiicago, IL
Broker

Matthew Rubin is a registered investment advisor at Solic Capital Management, LLC, based in Chiicago, IL, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$53.6M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

150 North Wacker Drive, Suite 3000, Chiicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew is a member and partner of Solic Capital GP I, LLC, the general partner of a private equity fund. He also provides management services to Solic Capital Partners, L.P. and participates in client engagements through Solic Capital Advisors, LLC.

Employment History
Current Registrations
Solic Capital Management, LLC
October 2023 - Present · 2 yrs 7 mos
Solic Capital LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Solic Capital Management, LLC
January 2017 - August 2022 · 5 yrs 7 mos
Solic Capital LLCBroker
May 2012 - January 2022 · 9 yrs 8 mos
Navigant Capital Advisors, LLCBroker
April 2007 - June 2012 · 5 yrs 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.