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SUMMATION CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · CRD 331645 · IAPD ↗ · (929) 334-4711

$160.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
April 2026 — SUMMATION CAPITAL MANAGEMENT, L.P. (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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