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Building 2SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Map pinDALLAS, TX
Phone(214) 227-7792
NotebookSEC #801-119903
Total AUM
$518.7M
Employees
9
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8235 DOUGLAS AVE
SUITE 395
DALLAS
TX 75225
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(214) 227-7792

ReceiptFinancials

Total AUM
$518.7M
Accounts
6
Discretionary
$518.7M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$191.8M
Investment Advisor Clients
1
AUM
$326.9M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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