Summit Street Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$757M

Discretionary

$714M

94% of AUM

Avg account

$252M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160129
Registered since: August 24, 2012
Website: www.ssvfunds.com
Custodians: JEFFERIES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies48.61%
Pooled Investment Vehicles45.59%
HNWI5.8%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Summit Street Capital Management, LLC is an SEC-registered, individually owned investment manager formed as an LLC and operating with a hedge-fund orientation. The firm provides discretionary portfolio management across a range of client types, including individuals and families as well as institutional investors. Its advisory activities cover separately managed accounts, pooled investment vehicles and investment companies, and it can act as sponsor/GP/managing member of pooled vehicles. Compensation includes a percentage-of-assets component and performance-based fees. Summit Street is not positioned as an ESG investor and is not registered as a multi-state adviser.