Summers Value Partners LLC

RIASEC Registered
Total AUM
$63M
Discretionary
$63M
100% of AUM
Avg account
$21M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Denver, Colorado
CRD number
297254
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Summers Value Partners LLC is a privately owned limited liability company that functions as an active manager of pooled investment vehicles with an institutional client focus. The firm is structured as a combined hedge fund and venture capital manager — the snapshot classifies it as a hedge fund, a venture capital fund manager and a multifaceted fund manager — and it acts in sponsor/GP and managing member roles for the vehicles it runs. Its advisory activity centers on portfolio management for pooled funds rather than on one-off wealth-advisory relationships. The business model uses a standard asset-based fee plus performance fees, and the firm does not identify as an active ESG investor. The firm appears oriented toward institutional pools and private fund structures rather than retail advisory or multi-state advisory distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Alison Tomlinson

    Alison Tomlinson

    DirectorCRD 2647572

  • Andrew Summers

    FounderCRD 3094603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
4725 S Monaco St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth