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Midsummer Capital, LLC. (New York)


Midsummer Capital, LLC. is a mid-sized advisory firm based in New York. It manages $55.46 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005.

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Midsummer Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Midsummer Capital: assets under management

The assets under management (AUM) of Midsummer Capital, LLC. is $55.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Midsummer Capital, LLC. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Arielle Amsalem Beneficiary 1 Jan 2007 75% - 100% 5499064
David Alexander Amsalem Beneficiary 1 Jan 2007 75% - 100% 5907602
Judith Miriam Amsalem Beneficiary 1 Jan 2007 75% - 100% 5907603
Arielle Carmi Amsalem Beneficiary 1 Jan 2007 75% - 100% 5499064

Based in New York

The principal office where Midsummer Capital, LLC. performs its advisory services is located at 295 Madison Ave., New York, NY 10017, 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 212-624-5030 or by fax 212-624-5040. The normal business hours are 8:30 a.m.-7:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.midsummercapital.com.


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