SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Summit Street Capital Management, LLC
New York, NY
CRD 160129
Firm filing updated March 19, 2026 ·
- $757.5MAssets
- 4Advisory staff
- 3Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Investment companies1
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $43.9 million |
| Investment companies | 1 | $368.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $345.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$757.5 million
- Accounts3
- Discretionary$713.6 million · 2 accounts
- Non-discretionary$43.9 million · 1 accounts
People
- Employees5
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents1
Registration details
- SEC-registered investment advisor. CRD 160129, SEC file 801-77067.
- Registered with the SEC as an investment advisor (status date on record: August 24, 2012).
Is Summit Street Capital Management, LLC a fiduciary?
Short answer: Summit Street Capital Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.