Small Cap

Summit Oak Asset Management (Summit Oak Asset Management) offers Small Cap Growth portfolio management.

This strategy is offered exclusively in the form of a separately managed account (SMA), but is currently closed to new client relationships. A complete list of all composites is available upon request.

Small Cap Growth Portfolio Reports

Independent GIPS Verification Statement

This is the most recent external GIPS® verification statement.

Adresse

Summit Oak Asset Management
375 Park Avenue, Suite 2300
New York, NY 10152