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SUMMIT STREET CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 160129 · IAPD ↗ · ssvfunds.com · 212-750-7036

$757.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — SUMMIT STREET CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SUMMIT STREET CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — SUMMIT STREET CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($487.3M -> $586.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.