SUMMERLINE ASSET MANAGEMENT, LLC
CRD #163358 SEC #802-76101 WHITE PLAINS, NY 914-607-4820
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 25, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWC FUNDING LLC | DE | CLASS B MEMBER | E | |
| SWC FUNDING LLC | DE | CLASS B MEMBER | E | |
| BRANTMAN, ROBERT, JOHN | I | CO-MANAGING MEMBER / CLASS A MEMBER | D | Control |
| BRANTMAN, ROBERT, JOHN | I | CO-MANAGING MEMBER / CLASS A MEMBER | D | Control |
| KITTAY, DAVID, MATTHEW | I | CO-MANAGING MEMBER / CLASS A MEMBER | D | Control |
| KITTAY, DAVID, MATTHEW | I | CO-MANAGING MEMBER / CLASS A MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WAGENHEIM, PHILIP, ROBERT | I | SWC FUNDING LLC | F | Control |
| WAGENHEIM, PHILIP, ROBERT | I | SWC FUNDING LLC | F | Control |
Registrations
Federal
ERA
Mar 25, 2013 REGISTERED
Address
70 WEST RED OAK LANE4TH FLOOR
WHITE PLAINS, NY 10604
United States
Phone: 914-607-4820