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SUMMIT WATER CAPITAL
LA JOLLA, CA
858-546-1777
SEC #801-19737Total AUM
$33.5M
Employees
6Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4225 EXECUTIVE SQUARE
SUITE 1070
LA JOLLA
CA 92037
United States
SUITE 1070
LA JOLLA
CA 92037
United States
Operating Hours
9:00 - 3:00
Monday - Friday
Monday - Friday
Phone
858-546-1777
Financials
Total AUM
$33.5M
Accounts
9Discretionary
$33.5M
Accounts
9Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6AUM
$6.5M
Other Clients
1AUM
$27M
Description of Other Clients
PRIVATE EQUITY PROJECT ADMINISTRATION
Services
Services Offered
Individual Portfolio ManagementOther Services
Other Services
DEFINES PROPRIETARY WATER BASED UNIVERSE AND PROVIDES A BASIS FOR WATER SECURITIES TO BE INCLUDED IN ZACKS GLOBAL WATER INDEX
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR ADMINISTRATIVE SERVICES; ETF ASSET BASED FEE
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.