FENWAY SUMMER INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 174384
- Registered since
- May 22, 2015
- Website
- fenwaysummer.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3RAJEEV DATE
Managing DirectorCRD 4291095
MARK LEFANOWICZ
Managing DirectorCRD 6026698
ALEXANDER ACREE
Venture PartnerCRD 6433637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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