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 a limited liability company that registered with the SEC in 2020 and is organized and run as a private equity fund manager. Its advisory activity centers on portfolio management for pooled investment vehicles; the firm also serves as sponsor, general partner and managing member of those pooled vehicles. Clients are institutional, and the firm employs a mix of fee arrangements including percentage-of-assets, fixed fees and performance-based fees. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. Its owner structure is listed as a domestic entity and individual ownership.