SUMMERS VALUE PARTNERS LLC

RIASEC Registered
Total AUM
$63M
Discretionary
$63M
100% of AUM
Avg account
$21M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
297254
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ALISON TOMLINSON

    DirectorCRD 2647572

  • ANDREW SUMMERS

    FounderCRD 3094603

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth