Summit House Capital Management, Llc
- Regulatory AUM
- $519M
- Discretionary
- $519M
- Clients
- 4
- Avg AUM / client
- $130M
- Accounts
- 6
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $192M | 37.0% |
| Other investment advisers | Fewer than 5 clients | $327M | 63.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $89.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hn Summit House Credit Opportunities Fund I, Lp | Private Equity Fund | Delaware | $46.4M | 44 |
| Summit House Credit Opportunities Fund Ii, Lp | Private Equity Fund | Delaware | $43.1M | 55 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jed John Walsh | Portfolio Manager | Dec 2019 (7y) | ≈ 37.5% – 75% via Summit House Capital Holdings, L.P. | |
| Macktinger, Bryan, Adam | Cco/Cfo/Coo | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Summit House Capital Holdings, L.P. | Member | Dec 2019 | A | 50% – 75% |
| Summit House Capital Holdings Gp, Llc | General Partner | Dec 2019 | B | GP / trustee / elected manager of Summit House Capital Holdings, L.P. (indirect) |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jed John Walsh: 75% – 100% of Summit House Capital Holdings, L.P. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $89.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hn Summit House Credit Opportunities Fund I, Lp | Private Equity Fund | $46.4M | $1.0M | 44 |
| Summit House Credit Opportunities Fund Ii, Lp | Private Equity Fund | $43.1M | $1.0M | 55 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- U.S. Bank $327M (63% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗