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Summit Street Capital Management, LLC
SEC-regulated
Registered investment advisor
Summit Street Capital Management, LLC is a financial advisory firm established in 2009 by Managing Members Arthur T. Williams, III, and Jennifer A. Wallace. The firm specializes in providing investment management services on a discretionary basis to a privately offered pooled investment vehicle exempt from registration under the Investment Company Act of 1940. Summit Street also serves as a subadvisor to an investment company registered under the 1940 Act and offers discretionary and nondiscretionary investment management services to separately managed accounts.
The firm's investment strategy focuses on seeking long-term capital appreciation by investing in a portfolio of U.S. equity securities. Summit Street employs a fundamental, research-driven security selection process and implements a quality-oriented, value-based investment strategy. Clients have the ability to impose reasonable restrictions on investing in certain securities.
Summit Street requires a minimum account size of $40,000,000 for separately managed accounts and an initial contribution of at least $1,000,000 for the Fund. The firm may waive or reduce the minimum investment based on client qualifications. Summit Street's fee structure includes asset-based fees ranging from 60 bps to 200 bps for different share classes, with potential performance-based fees. The firm does not have any disciplinary events to report and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive regular portfolio reviews and reporting, and Summit Street exercises discretion over investment decisions. The firm also has proxy voting authority for client securities. Overall, Summit Street Capital Management, LLC emphasizes fair and equitable treatment of clients while aiming to achieve investment objectives.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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