Summer Street Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161009
- Registered since
- March 20, 2012
- Website
- www.summerstreetcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Summer Street Capital Partners, LLC operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, which places it on the active side of deal sourcing, structuring and portfolio oversight rather than purely acting as an allocator. Its advisory activity is concentrated on portfolio management for pooled vehicles, and its clientele is institutional rather than retail. Investment preferences emphasize private equity and direct/private placement opportunities. The firm is not positioned as an active ESG investor and is structured as an individual-owned limited liability company that has been SEC-registered since 2012. Its fee model is a mix of AUM-based, fixed and performance-based fees, consistent with managers that both run funds and realize returns through carried interest or performance allocations.
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
Owners & executives
1 of 1
Mark Zogaria
CFO & CCOCRD 6728333
Contacts
2 of 2John Collins
PartnerCRD 5195747

Michael Petri
PartnerCRD 6179479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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