Summerhaven Investment Management, LLC

Fee-Only (% of Portfolio)

SummerHaven Investment Management provides investment management services to clients trading in commodity interests and U.S. Treasury obligations, as well as discretionary sub-advisory services for securities in separately managed accounts. SummerHaven tailors its advisory services to meet the specific needs of its clients. SummerHaven's investment strategy for securities client accounts seeks to replicate the long-term return characteristics of diversified private equity allocations by investing in publicly-traded companies with similar characteristics.

Assets Under Management$160M
Clients1
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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No advisors found for this firm.