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

Performance

Updated 7/31/2025

Quarterly Fact Sheet & Review

Updated 6/30/2025

Independent GIPS Verification Statement

SEC Form ADV 2A & 2B

Most recent Form ADV Part 2A Firm Brochure as filed with the U.S. Securities & Exchange Commission, and most recent Form ADV Part 2B Brochure Supplement.

Adresse

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