Summation Capital Management, L.P.

RIASEC RegisteredEst. 2026

Total AUM

$161M

Discretionary

$146M

91% of AUM

Avg account

$17.8M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Summation Capital Management, L.P. is a limited partnership that operates as a private equity manager focused on pooled investment vehicles for institutional investors. The firm is SEC-registered (2026) and is structured to act as sponsor, general partner, and managing member of its funds rather than as a third‑party capital allocator. Its advisory work centers on portfolio management for pooled vehicles; compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor, does not serve as a multi-state adviser, and does not list pension consulting or related-adviser relationships.