Firm profile

SUMMIT STREET CAPITAL MANAGEMENT, LLC

NEW YORK, NYCRD 160129Latest ADV March 19, 2026

Summit Street Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 19, 2026, reports $757M in regulatory assets under management, 5 employees, 1 office, and 3 accounts.

Assets Under Management
$757M
Employees
5
Offices
1 office
Total Clients
<5
Primary office
NEW YORK, NY
12 EAST 49TH STREET, 26TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid L. Rishel

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 33.3% of total clients.
Top client categories% of clientsClients
1
HNWI
33.3%
1
2
Investment Cos.
33.3%
1
3
Pooled Investment Vehicles
33.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$757Mas of March 19, 2026
Discretionary94.2%
$714M
94% of total RAUM94.2%
Non-discretionary5.8%
$44M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$757M
Total Accounts3
10Y AUM Change+$651M (+613.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee1:1
10Y Employee Change+3 (+150.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.