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 limited liability company that functions as an active manager of pooled investment vehicles with an institutional client focus. The firm is structured as a combined hedge fund and venture capital manager — the snapshot classifies it as a hedge fund, a venture capital fund manager and a multifaceted fund manager — and it acts in sponsor/GP and managing member roles for the vehicles it runs. Its advisory activity centers on portfolio management for pooled funds rather than on one-off wealth-advisory relationships. The business model uses a standard asset-based fee plus performance fees, and the firm does not identify as an active ESG investor. The firm appears oriented toward institutional pools and private fund structures rather than retail advisory or multi-state advisory distribution.
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 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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