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CRD 322596
LEHI, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SOLIDARITY CAPITAL FUND I, LP | Hedge Fund | $66.7M | Mar 26, 2024 | 45 | Jan 4, 2023 | reported | 021-475846 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DPWS HOLDINGS LLC | Member | B | yes | 09/2021 | Aug 18, 2023 | Mar 26, 2024 |
| MCCLEAN, JEFFREY, THOMAS | MANAGER & CHIEF COMPLIANCE OFFICER | C | yes | 08/2022 | Jan 4, 2023 | Mar 26, 2024 |
| MCCLEAN, JEFFREY, THOMAS | CHIEF COMPLIANCE OFFICER | C | yes | 09/2021 | Jan 4, 2023 | Mar 26, 2024 |
| MORTIMER, WILLIAM, JAMES | Partner | C | yes | 09/2021 | Jan 4, 2023 | Mar 26, 2024 |
| MORTIMER, WILLIAM, JAMES | Manager | C | yes | 08/2022 | Jan 4, 2023 | Mar 26, 2024 |
| SOLIDARITY CAPITAL HOLDINGS, LLC | Owner | E | yes | 09/2021 | Aug 18, 2023 | Mar 26, 2024 |
| WHITCHURCH, ZACHARY, MONTAGUE | Manager | C | yes | 08/2022 | Jan 4, 2023 | Mar 26, 2024 |
| WHITCHURCH, ZACHARY, MONTAGUE | Partner | C | yes | 09/2021 | Jan 4, 2023 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SOLIDARITY WEALTH, LLC | n/a | Independent wealth | $704M | N | yes | n/a |
| SOLIDARITY CAPITAL PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $128M | $128M | 4 | 3 | 0 | 1 | n/a |
| 2024 | Mar 25, 2025 | $99.4M | $99.4M | 4 | 3 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $66.7M | $66.7M | 3 | 3 | 0 | 1 | $66.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $128M | $99.4M | 28.3% | n/a | n/a | 4 | 4 | 0 | 0 |