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SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

STAMFORD, CT · CRD 289269 · IAPD ↗ · 203-352-2700

$176.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
1States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

15
April 2024 — SUMMERHAVEN INVESTMENT MANAGEMENT, LLC changed its website from summerhavenim.com to summerhavenindex.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2024 — SUMMERHAVEN INVESTMENT MANAGEMENT, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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