Summerhaven Investment Management, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 289269
- Registered since
- September 12, 2017
- Website
- summerhavenim.com
- Custodians
- NORTHERN TRUST SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Summerhaven Investment Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is individually owned and charges clients on a percentage-of-assets basis. Its practice includes portfolio management for businesses and institutional accounts and it has registrant activity listed as a CPO/CTA. Summerhaven does not report active ESG investing and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Stephen Bowley
Chief Financial OfficerCRD 5736736
Babu Sonti
Principal, Chief Compliance Officer, Chief Technology OfficerCRD 1775741
Contacts
2 of 2
Kurt Nelson
PartnerCRD 2826565
Klazinus Rouwenhorst
Head of ResearchCRD 5706292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 1266 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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