Adviser Profile

As of Date 04/24/2024
Registration status Registration Changed to SUMMIT VIEW CAPITAL ADVISORS, LLC
Contact Info 303 xxxxxxx
Websites
AUM* 106,000,000
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 106,000,000
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

110M 94M 79M 63M 47M 31M 16M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary