Summer Hill Capital Partners, LLC (Mason)

Summer Hill Capital Partners, LLC is a large advisory firm based in Mason. It manages $1.2 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Ohio.

Summer Hill Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Summer Hill Capital Partners: assets under management

The assets under management (AUM) of Summer Hill Capital Partners, LLC is $1.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.14 million each.

Summer Hill Capital Partners has custody of $1.2 billion in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Summer Hill Capital Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Summer Hill Capital Partners, LLC

Richard Louis Roeding has been acting as President since 1 Sep 2009. Timothy Daniel Cavanaugh has served as the Chief Investment Officer since 1 Feb 2012. Jay Wilson Haas joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Louis Roeding	President/ceo	1 Sep 2009	Other	1235363
Inc. Summer Hill	Managing member	1 Sep 2009	75% - 100%	31-1185783
Timothy Daniel Cavanaugh	Chief investment officer	1 Feb 2012	Other	4447550
John Joseph Canning	Chief compliance officer	1 Feb 2012	Other	2372442
Jay Wilson Haas	Cco	1 Mar 2015	Other	4123504

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Card Sound Trust	Shareholder	1 Feb 2006	75% - 100%	45-6746905
Richard Louis Roeding	Trustee	1 Feb 2012	Other	1235363

Based in Mason

The principal office where Summer Hill Capital Partners, LLC performs its advisory services is located at 6847 Cintas Blvd., Suite 120, Mason, OH 45040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-459-1085 or by fax 513-573-4078. The normal business hours are 8:30am-5:30pm est on Monday - Friday.