Summer Street Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$134M
Discretionary
$134M
100% of AUM
Avg account
$67M
Accounts
2
Employees
7
Advisory reps
3

Firm details

Headquarters
,
CRD number
161009
Registered since
March 20, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

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

1 of 1
  • Mark Zogaria

    Mark Zogaria

    CFO & CCOCRD 6728333

Contacts

2 of 2
  • John Collins

    PartnerCRD 5195747

  • Michael Petri

    Michael Petri

    PartnerCRD 6179479

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth