Falists
← Back to search

140 SUMMER PARTNERS LP

CRD 308929 · SEC 801-118703

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

888 SEVENTH AVE, 5TH FLOOR, NEW YORK, NY, 10106, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.87B

Discretionary AUM

$3.87B

Team

14 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-20

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$3.87B

Official SEC filing: View on IAPD