Adviser Profile
| As of Date | 04/24/2024 |
| Registration status | Registration Changed to SUMMIT VIEW CAPITAL ADVISORS, LLC |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 106,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 106,000,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
Advisory Activities
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
110M
94M
79M
63M
47M
31M
16M
2022
2023
2024
Private Funds
No private funds