Jed Walsh is a registered investment advisor at Summit House Capital Management, LLC, based in Dallas, TX, with 4 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit House Capital Management manages investments for private funds and separately managed accounts. The fees for private funds are generally 1.5% of the capital commitment, paid quarterly in advance. The fees for separately managed accounts are individually negotiated and vary greatly.
Location
1807 Ross Ave, Suite 440, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit House Capital Management, LLC
State Registrations1 state
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