Summit House Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Summit House Capital Management provides investment management services to private investment funds and separately managed accounts. Summit House focuses on stressed, middle market credit, including syndicated credits with a tradeable market value between $100 million and $500 million. Investment terms, objectives, and strategies are governed by the terms of the private placement memorandum, limited partnership agreement, or investment management agreement.

Assets Under Management$380M
Clients2
Advisors1
Avg. per Client$190M
Avg. per Advisor$380M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

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.

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Location

1 Advisors at this firm

Summit House Capital Management, LLC | TrueAdvisor