SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
CRD #289269 SEC #801-111663 STAMFORD, CT 203-352-2700
SEC Registered Disclosures
Total AUM
$163.7M
Discretionary
$163.7M
Employees
9
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $163.7M | $163.7M | $0 | 9 | 0 |
| Nov 2024 | $156.8M | $156.8M | $0 | 8 | 0 |
| Mar 2024 | $156.8M | $156.8M | $0 | 8 | 0 |
| Mar 2023 | $168.5M | $168.5M | $0 | 10 | 0 |
| Mar 2022 | $187.6M | $187.6M | $0 | 10 | 0 |
| Mar 2021 | $129.4M | $129.4M | $0 | 10 | 0 |
| Jan 2020 | $128.8M | $128.8M | $0 | 11 | 0 |
| Mar 2019 | $3M | $3M | $0 | 11 | 0 |
| Jan 2018 | $5.1M | $5.1M | $0 | 10 | 0 |
DateMar 2025
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees11
Clients0
DateJan 2018
Total AUM$5.1M
Discretionary$5.1M
Non-Disc.$0
Employees10
Clients0