SourcingSourcing

SOLEUS CAPITAL MANAGEMENT, L.P.

C25
CRD 294459·SEC 801-118942·GREENWICH, CT
AUM
$3.66B
$1B+
Est. Revenue
$36.6M
@ 1% on AUM
Est. EBITDA
$11.0M
@ 30% margin
Est. Deal Value
$87.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOLEUS CAPITAL MANAGEMENT, L.P.
CRD
294459
SEC file #
801-118942
EIN
384052641
DBA names
—

Economics

AUM
$3.66B
AUM band
$1B+
AUM trajectory
'21'26
$292.2M → $3.66B▲ +1154%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
23
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'21'26
5 advisors → 12 advisors▲ +140%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
linkedin.com/company/soleus-capital-management-l-p(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEVY, GUY, BEZALEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
LEVY, GUY, BEZALEL
SP SOLEUS HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802630
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001802630-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley36
Jpmorgan9
Northern Trust8
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
100 FIELD POINT ROADSUITE 200GREENWICH, CT 06830
Business
100 FIELD POINT ROADSUITE 200GREENWICH, CT 06830
Edgar EIN
384052641
Edgar Recent Filings
13F-HR2026-05-14 · 0001802630-26-000003
13F-HR2026-02-12 · 0001802630-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4560723
Trust Company Affiliate
Yes

People (6)

6
LEVY, GUY, BEZALEL
Direct Owner · 62.5%
4560723
CANNER, DAVID, ALLEN
Direct Owner · 7.5%
7694747
LUND, BENJAMIN, ANDREW
Direct Owner · 7.5%
5830942
COPPOLA, MICHAEL, ANTHONY
Executive Officer · 2.5%
5747292
MUSUMECI, STEVEN, JOSEPH
Executive Officer · 2.5%
5983745
SCHAAFF, HAROLD, JAMES
Executive Officer · 2.5%
1994265