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SUMMER STREET CAPITAL PARTNERS, LLC

· CRD 161009 · IAPD ↗ · summerstreetcapital.com · 716-566-2900

$134.1MRegulatory AUM
5Advisory reps
7Employees
2Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

47
April 2026 — SUMMER STREET CAPITAL PARTNERS, LLC reported RAUM up 39% ($96.4M -> $134.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — SUMMER STREET CAPITAL PARTNERS, LLC reported RAUM down 62% ($255.1M -> $96.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
May 2024 — SUMMER STREET CAPITAL PARTNERS, LLC reported RAUM down 56% ($586.1M -> $255.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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