{
  "crd_number": 174384,
  "slug": "fenway-summer-investment-management-llc-washington-dc-174384",
  "primary_business_name": "FENWAY SUMMER INVESTMENT MANAGEMENT LLC",
  "legal_name": "FENWAY SUMMER INVESTMENT MANAGEMENT LLC",
  "dbas": [
    "FENWAY SUMMER VENTURES",
    "FENWAY SUMMER VENTURES GP LLC",
    "FS HOLDINGS MANAGER LLC",
    "FSV"
  ],
  "city": "Washington",
  "state": "DC",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2015-05-22",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-01-29",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://fenwaysummer.com",
    "https://linkedin.com/COMPANY/FENWAY-SUMMER-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174384",
  "city_as_filed": "WASHINGTON",
  "url": "https://advisorcensus.com/firm/fenway-summer-investment-management-llc-washington-dc-174384",
  "display_name": "Fenway Summer Investment Management LLC",
  "summary": "Fenway Summer Investment Management LLC is an exempt reporting adviser in Washington, DC, filing reports since 2015. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Fenway Summer Investment Management LLC (CRD 174384): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Fenway Summer Investment Management LLC located?",
      "a": "Fenway Summer Investment Management LLC's principal office is in Washington, DC, according to its Form ADV."
    },
    {
      "q": "How does Fenway Summer Investment Management LLC report to regulators?",
      "a": "Fenway Summer Investment Management LLC is an exempt reporting adviser, filing reports since 2015. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 174384."
    },
    {
      "q": "Does Fenway Summer Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174384"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-02-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-02-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-01-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fenway-summer-investment-management-llc-washington-dc-174384.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174384",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}