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Chief Investment Officer, Chief Executive Officer, Chief Compliance Officer and Managing Partner · Summation Capital Management, L.P.

Roger B. Vincent

CRD 2641487 · Named on Form ADV at one SEC-registered adviser

At a glance

Summation Capital Management, L.P., an SEC-registered private fund adviser based in New York, NY with $161 million in regulatory assets, lists Roger B. Vincent on its Form ADV as Chief Investment Officer, Chief Executive Officer, Chief Compliance Officer and Managing Partner, a control person.

Firms and roles

  • Summation Capital Management, L.P.Chief Investment Officer, Chief Executive Officer, Chief Compliance Officer and Managing PartnerPrivate fund adviser · New York, NY · $161M in regulatory assets

AtlasMembers

Roger’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua M. HallCo-Trustee of Main Trust U/a Dora B. Hillman Dated 8/25/68 F/b/o Howard B. Hillman and HIS Issue (a-1 Trust), Summation Capital Management, L.P.
  • Nathan R. AllenCo-Trusteeco-Trustee of Main Trust U/a Dora B. Hillman Dated 8/25/68 F/b/o Howard B. Hillman and HIS Issue (a-1 Trust), Summation Capital Management, L.P.
  • Noah F. RhodesCo-Trustee of Main Trust U/a Dora B. Hillman Dated 8/25/68 F/b/o Howard B. Hillman and HIS Issue (a-1 Trust), Summation Capital Management, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roger’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.