Summerhaven Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 27, 2026, reports $176M in regulatory assets under management, 8 employees, and 2 accounts.
Assets Under Management
$176M
Employees
8
Offices
--
Total Clients
<5
Primary office
STAMFORD, CT
1266 E. MAIN STREET, FOURTH FLOOR, STAMFORD, CT, United States
Top client segmentINSTITUTION GOVERNED BY AND ACCOUNTABLE TO ITS MEMBER COUNTRIES AND PROMOTES FINANCIAL STABILITY. represent 100.0% of total clients.
Top client categories% of clientsClients
1
INSTITUTION GOVERNED BY AND ACCOUNTABLE TO ITS MEMBER COUNTRIES AND PROMOTES FINANCIAL STABILITY.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 27, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts2
10Y AUM Change+$176M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee0:1
10Y Employee Change-4 (-33.3%)
* 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.