FENWAY SUMMER INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
174384
Registered since
May 22, 2015

Firm profile

FINTRX

Overview

Fenway Summer Investment Management LLC is an SEC-registered limited liability company formed in 2015 that operates primarily as an adviser and sponsor to pooled investment vehicles. The firm serves as general partner and managing member for its funds rather than acting as a traditional retail wealth manager. It is owned by a combination of domestic entities and individuals and is not classified into one of the standard adviser buckets in the source data. The firm does not identify as an active ESG investor and is not positioned as a capital allocator, multi-state adviser, pension consultant, or related adviser under the available descriptors.

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

3 of 3
  • RAJEEV DATE

    Managing DirectorCRD 4291095

  • MARK LEFANOWICZ

    Managing DirectorCRD 6026698

  • ALEXANDER ACREE

    Venture PartnerCRD 6433637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
900 16th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth