Summerhaven Investment Management, LLC
Summerhaven Investment Management, LLC is an SEC-registered ria in Stamford, CT with $176.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Summerhaven Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289269, SEC 801-111663, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $176.2M (2026-03-27)
- Firm type
- Ria
- Location
- Stamford, CT
- Employees
- 8
- Clients
- 1
- CRD
- 289269
- Ownership
- SCHULTZ, JOSEPH, JAMES; NELSON, KURT, JONATHON; MASCARINAS, CHRISTIAN, VALERIO; SCHULTZ, JOSEPH; RIZVI, ASHRAF, RAZA
How much AUM does Summerhaven Investment Management, LLC have?
Summerhaven Investment Management, LLC reported $176.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Summerhaven Investment Management, LLC?
Disclosed owners and executives of Summerhaven Investment Management, LLC include SCHULTZ, JOSEPH, JAMES, NELSON, KURT, JONATHON, MASCARINAS, CHRISTIAN, VALERIO, SCHULTZ, JOSEPH, RIZVI, ASHRAF, RAZA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.