Alison Tomlinson is a registered investment advisor at Summers Value Partners LLC, based in Denver, CO, with 18 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summers Value Partners manages investments for pooled investment funds and receives an annual asset-based management fee. The fee varies depending on the class of investment fund interests held:
- Class A Interests: 1.0% per year
- Class B Interests: 1.25% per year
- Class C Interests: 1.5% per year
In addition to the management fee, investors holding Class A or Class B interests also pay an annual 20% incentive allocation based on the performance of their investment.
Location
50 South Steele Street, #588, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Summers Value Partners LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.Broker
Salomon Brothers INC.Broker
Dain Rauscher IncorporatedBroker
Wessels, Arnold & Henderson, L.L.C.Broker
Dain Bosworth IncorporatedBroker
State Registrations1 state
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