SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

1266 E. Main Street
Fourth Floor
Stamford, Connecticut 06902
Tel: 203-352-2700

About SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

SUMMERHAVEN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SUMMERHAVEN INVESTMENT MANAGEMENT, LLC. The firm was established in 09/12/2017. They have over 1 offices throughout the country.

SUMMERHAVEN INVESTMENT MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $156,771,224 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289269
SEC#	801-111663
Assets Managed by Firm	$156,771,224
No. of Clients	2
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$156,771,224

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