Solomon Hess Capital Management

Solomon Hess SBA Management LLC, established in 2004, specializes in managing investment Funds focused on federally guaranteed loans, structured fixed-income securities, and other investments. The firm's three Funds are the Solomon Hess SBA Loan Fund LLC, Solomon Hess Opportunity Fund LLC, and Solomon Hess IO Opportunities Fund LLC. Solomon Hess manages these Funds on a discretionary basis, with $939 million in assets under management as of December 31, 2024. The firm charges fees based on a percentage of net assets under management for each Fund, with additional fees for targeted CRA credit in the SBA Loan Fund. Solomon Hess does not participate in wrap fee programs and does not tailor services to individual investor needs. The firm's investment strategies include leveraging assets, primarily in federally guaranteed loans and structured fixed-income securities. Solomon Hess follows a detailed asset allocation policy to address potential conflicts of interest among its Funds. The firm operates as a fiduciary, acting in the best interests of its Clients. Solomon Hess does not have any disciplinary actions, financial industry activities, or affiliations beyond managing its Funds. The firm maintains custody of client assets through qualified custodians and exercises full discretionary authority in managing client investments. Solomon Hess votes proxies in the best interest of clients and has no financial conditions that impair its ability to meet contractual commitments.