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How Does an Advisor Help Clients? – Key Takeaways:

140 Summer Partners LP is a leading financial firm that prides itself in providing expert financial advice to its clients. The firm has a team of experienced advisors who use their expertise and knowledge to help clients achieve their financial goals.

Facts and Insights

With over 25 years in the industry, 140 Summer Partners LP has established a strong reputation for delivering excellent financial services to its clients. The firm is known for its commitment to providing personalized and comprehensive solutions to help clients navigate the complex world of finance.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$1 billion 50 25 years

Financial Services Offered

140 Summer Partners LP offers a wide range of financial services to its clients, including wealth management, investment planning, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance and risk management.

Client Types

140 Summer Partners LP cater to a diverse clientele, including high-net-worth individuals, families, and businesses. The firm tailors its services to meet the unique financial needs and goals of each client.

Fees & Compensation

140 Summer Partners LP follows a fee-based structure, where clients pay a percentage of their assets under management as a fee for advisory services. This ensures that the firm’s interests are aligned with the clients’, as the better the client’s investments perform, the more the firm earns in fees.


The team at 140 Summer Partners LP is made up of highly qualified and experienced financial professionals. The firm prides itself on its commitment to continuous learning and staying up-to-date with the ever-changing financial landscape to provide the best possible advice to its clients.

Financial Advisor Disclosures to Know

140 Summer Partners LP is a registered investment advisor and is held to a fiduciary standard, which means the firm is legally obligated to act in the best interests of its clients at all times. The firm also has a clear disclosure policy and ensures transparency in all its dealings with clients.

Company Information

Main Office

Mail Office

Other Information

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