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CRD 160129
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SUMMIT STREET US EQUITY VALUE FUND LP | Hedge Fund | $226M | May 8, 2024 | 50 | Feb 14, 2012 | reported | 021-134438 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WALLACE, JENNIFER, A. | MANAGING MEMBER | D | yes | 06/2009 | Aug 16, 2012 | May 8, 2024 |
| WILLIAMS, ARTHUR, T. | MANAGING MEMBER - CCO | D | yes | 06/2009 | Aug 16, 2012 | May 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SUMMIT STREET PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM BEACH | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $757M | $714M | 5 | 4 | 1 | 1 | n/a |
| 2023 | Mar 1, 2024 | $587M | $555M | 3 | 3 | 1 | 1 | $226M |
| 2022 | Mar 28, 2023 | $385M | $385M | 3 | 3 | 0 | 1 | $177M |
| 2021 | Mar 29, 2022 | $263M | $263M | 3 | 3 | 0 | 1 | $167M |
| 2020 | Mar 23, 2021 | $209M | $209M | 3 | 3 | 0 | 1 | $134M |
| 2019 | Mar 26, 2020 | $182M | $182M | 3 | 3 | 0 | 1 | $115M |
| 2018 | Mar 28, 2019 | $126M | $126M | 3 | 3 | 0 | 1 | $108M |
| 2017 | Mar 19, 2018 | $124M | $124M | 2 | 2 | 0 | 1 | $107M |
| 2016 | Mar 27, 2017 | $106M | $106M | 2 | 2 | n/a | 1 | $91.8M |
| 2015 | Mar 30, 2016 | $100M | $100M | 2 | 2 | n/a | 1 | $86.7M |
| 2014 | Mar 2, 2015 | $116M | $116M | 3 | 2 | n/a | 1 | $98.2M |
| 2013 | Feb 5, 2014 | $104M | $104M | 3 | 2 | n/a | 1 | $80.8M |
| 2012 | Mar 18, 2013 | $66.5M | $66.5M | 3 | 2 | n/a | 1 | $61.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $757M | n/a | n/a | $385M | 25.3% | 5 | n/a | 1 | n/a |