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Summerhaven Investment Management, LLC
SEC-regulated
Registered investment advisor
SummerHaven Investment Management, LLC is an SEC-registered investment adviser established in 2009, located in Stamford, Connecticut. The firm specializes in providing discretionary advisory services to clients trading in commodity interests and U.S. Treasury obligations. As of December 31, 2024, SummerHaven had approximately $163,736,350 of regulatory assets under management. The firm charges an asset-based management fee of 0.20% per annum for securities client separately managed accounts (SMAs). SummerHaven does not charge performance-based fees for SMAs. The firm follows a passive management approach, tracking the SummerHaven Private Equity Strategy IndexSM. Investment strategies focus on micro-, small-, and mid-cap U.S. companies. Risks include market volatility, passive investment risks, and correlation risks. SummerHaven has been involved in disciplinary actions in the past, including settlements with CME Group Inc. and the CFTC. The firm operates as a fiduciary, with a Code of Ethics in place to ensure fair and honest dealings. SummerHaven does not have custody of client funds and provides investment advisory services on a discretionary basis. The firm does not currently vote on client securities. SummerHaven has no financial commitments impairing its ability to meet obligations. For more information, visit www.SummerHavenIM.com or contact (203) 352-2700.
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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