140 SUMMER PARTNERS LP

RIASEC RegisteredEst. 2020
Total AUM
$3.9B
Discretionary
$3.9B
100% of AUM
Avg account
$1.3B
Accounts
3
Employees
14
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
308929
Registered since
May 11, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

140 Summer Partners LP is a hedge fund structured as a limited partnership and registered with the SEC in 2020. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. It also serves as sponsor, general partner or managing member for those vehicles, indicating both manager and allocator roles. Its client base is institutional, and its fee schedule combines a percentage-of-assets charge with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JESSICA DAVIS

    Chief Operating OfficerCRD 5071020

  • KEVIN ARPS

    Chief Financial OfficerCRD 6402354

Contacts

1 of 1
  • PETER ROSENBLUM

    Managing MemberCRD 4588536

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
888 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth