Summit House Capital Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$519M

Discretionary

$519M

100% of AUM

Avg account

$86.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 306823
Registered since: November 27, 2020
Website: summithousecapital.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers63.03%
Pooled Investment Vehicles36.97%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Summit House Capital Management, LLC is an SEC-registered private equity–focused adviser organized as an LLC and operating with an institutional client base. The firm is registered with the SEC since 2020 and acts primarily as portfolio manager for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those pooled vehicles. Compensation arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Summit House does not identify as an active ESG investor and is not designated as a multi-state adviser.