{ "crd_number": 161009, "slug": "summer-street-capital-partners-llc-161009", "primary_business_name": "SUMMER STREET CAPITAL PARTNERS, LLC", "legal_name": "SUMMER STREET CAPITAL PARTNERS, LLC", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-20", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 134073199.0, "raum_discretionary": 134073199.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 7, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 134073199.0, "count": 2 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://linkedin.com/COMPANY/SUMMER-STREET-CAPITAL-PARTNERS", "https://summerstreetcapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161009", "city_as_filed": null, "url": "https://advisorcensus.com/firm/summer-street-capital-partners-llc-161009", "display_name": "Summer Street Capital Partners, LLC", "summary": "Summer Street Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Summer Street Capital Partners, LLC (CRD 161009): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Summer Street Capital Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Summer Street Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Is Summer Street Capital Partners, LLC registered with the SEC or a state?", "a": "Summer Street Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161009." }, { "q": "How much does Summer Street Capital Partners, LLC manage?", "a": "Summer Street Capital Partners, LLC reports $134,073,199 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Summer Street Capital Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Summer Street Capital Partners, LLC: Regulatory assets under management: $432,188,623 in the October 2021 data and $134,073,199 in the October 2026 data, down 69%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Summer Street Capital Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Does Summer Street Capital Partners, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/161009" }, { "q": "What changed in Summer Street Capital Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $96,361,520 to $134,073,199 (+39%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 432188623.0, "total_employees": 8, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 447404448.0, "total_employees": 9, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 586144413.0, "total_employees": 9, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 255059055.0, "total_employees": 7, "filing_date": "2024-04-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 96361520.0, "total_employees": 7, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 134073199.0, "total_employees": 7, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $96,361,520 to $134,073,199 (+39%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/summer-street-capital-partners-llc-161009.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 134073199.0 } ], "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/161009", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }