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 SEC-registered institutional RIA formed in 2017 and organized as an LLC with individual ownership. The firm provides portfolio management services geared toward businesses and institutions and reports fee billing on a percentage-of-AUM basis. It is registered to act as a commodity pool operator or commodity trading advisor (CPO/CTA). Summerhaven does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multistate 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
Klazinus Rouwenhorst
Head of ResearchCRD 5706292
Kurt Nelson
PartnerCRD 2826565
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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