RIA Intel›Advisers›New York›SUMMIT STREET CAPITAL MANAGEMENT, LLC

SUMMIT STREET CAPITAL MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$757M
1-Year AUM Growth
+52.2%
3-Year CAGR
+39.2%
Employees
4
Assets Under Management
Total AUM$757M
Discretionary AUM$714M
Non-Discretionary AUM$44M
Discretionary %94.2%
Total Clients5
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingAug 16, 2012
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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