Overview
Summit Street Capital Management, LLC (“Summit Street” or the “Firm”) was established in
2009. Arthur T. Williams, III and Jennifer A. Wallace are the Managing Members and principal
owners of Summit Street.
Summit Street provides investment management services on a discretionary basis to a privately
offered pooled investment vehicle (the “Fund”) exempt from registration under the Investment
Company Act of 1940, as amended (the “1940 Act”). Investment advice is provided directly to the
Fund and not the limited partners in the Fund. Summit Street, as a subadvisor, provides investment
management services to an investment company registered under the 1940 Act (“Subadvisor
Account”). Summit Street provides investment management services on a discretionary and
nondiscretionary basis to separately
managed accounts (the “SMA Accounts”). The Fund,
Subadvisor Account and SMA Accounts are collectively referred to as “Clients” or the “Investment
Portfolios,” the term “Partner” refers specifically to a limited partner in the Fund, and the term
“Investor” refers to both limited partners in the fund and the beneficial owners of the separately
managed accounts.
The investment manager allows clients to impose reasonable restrictions on investing in certain
securities or types of securities.
As of December 31, 2023, discretionary assets under management were $555,032,258 and non-
discretionary assets under management were $31,585,592.
Additional information about Summit Street’s investment strategy and principal investment
objective is included below in item 8 of this brochure.