SUMMERS VALUE PARTNERS LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 297254
- Website
- summersvalue.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Summers Value Partners LLC is a small, institution-focused investment manager organized as a limited liability company. The firm operates as a multifaceted fund manager with activity across hedge fund and venture capital strategies, and it serves primarily institutional clients through pooled investment vehicles. Its stated advisory activity is portfolio management for pooled investment vehicles, and Summers Value Partners LLC also acts as sponsor, general partner and managing member of the funds it runs, which indicates an active, hands-on role in structuring and governing those vehicles. Fees are charged as a combination of a percentage of assets under management and performance-based fees, aligning the firm’s compensation with downside protection and upside generation for investors. Summers Value Partners LLC reports it is not an active ESG investor and is not registered as a multi-state adviser.
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
2 of 2ALISON TOMLINSON
DirectorCRD 2647572
ANDREW SUMMERS
FounderCRD 3094603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 50 S Steele St
- Time zone
- MT (UTC-7)
- Office locations
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