Summit Street Capital Management, LLC

Fee-Only (% of Portfolio)

Summit Street Capital Management provides investment management services. They manage investments on a discretionary basis for a private fund and separately managed accounts. Summit Street also acts as a subadvisor to a registered investment company. Their investment strategy focuses on long-term capital appreciation by investing in equity securities of U.S. companies, using a fundamental, research-driven security selection process.

Assets Under Management$710M
Clients5
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$40M
Investment management only (planning not offered)

Summit Street Capital Management manages investments for a private fund, a registered investment company, and separately managed accounts. Fees for the private fund range from 0.94% to 2.00% annually. Separately managed account fees range from 0.60% to 1.50% annually and are negotiable. Some accounts may also include performance-based incentive fees.

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Location

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