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 privately owned LLC that operates as a combined fund manager and sponsor of pooled investment vehicles. The firm is classified across hedge fund and venture capital activity and is described as a multifaceted fund manager rather than a pure advisory shop. Its client base is institutional, and the firm provides portfolio management for pooled vehicles while serving as sponsor, general partner, and managing member for products it oversees. Compensation includes both a percentage-of-assets fee and performance-based fees. Summers Value Partners is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2
Alison 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
- 4725 S Monaco St
- Time zone
- MT (UTC-7)
- Office locations
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