# Summers Value Partners LLC

> Summers Value Partners LLC is a state-registered investment advisory firm in Denver, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 297254
- Filed as: SUMMERS VALUE PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297254
- AdvisorCensus page: https://advisorcensus.com/firm/summers-value-partners-llc-denver-co-297254

## Quick answers

**How is Summers Value Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summers Value Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Summers Value Partners LLC located?**
Summers Value Partners LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Summers Value Partners LLC registered with the SEC or a state?**
Summers Value Partners LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297254.

**How much does Summers Value Partners LLC manage?**
Summers Value Partners LLC reports $63,030,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Summers Value Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Summers Value Partners LLC report any disciplinary disclosures?**
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/297254

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $63,030,000
- Discretionary: $63,030,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $63,030,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summersvalue.com
- LinkedIn @summers-value-partners-llc
- X @summersvalue

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summers Value Partners LLC (CRD 297254): Form ADV filing data as of October 2026.