SUMMATION CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 331645
- Registered since
- March 11, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Summation Capital Management, L.P. is a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles. The firm serves institutional clients and functions as sponsor, general partner, and managing member for its funds, providing portfolio management for those pooled vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees, aligning economic incentives with investment outcomes. The firm does not list active ESG investing as part of its approach and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROGER VINCENT
Founder and CIOCRD 2641487
Contacts
3 of 3Noah Rhodes
CRD 7929980
NATHAN ALLEN
Senior Wealth AdvisorCRD 2392046
JOSHUA HALL
PartnerCRD 2523553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 315 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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