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Kimberly Anne Summe

SCGE MANAGEMENT, L.P.·MENLO PARK, California
Unclaimed Profile
2882 SAND HILL ROAD, MENLO PARK, CA 94025-7079CRD# 5465806Firm CRD# 157402
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About

Kimberly Anne Summe is a registered financial advisor based in MENLO PARK, California, affiliated with SCGE MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SCGE MANAGEMENT, L.P.
SCGE MANAGEMENT, L.P.
AUM
$8.8B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SCGE MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5465806
Firm CRD# 157402
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Anne Summe offer?
Kimberly Anne Summe specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Kimberly Anne Summe's credentials?
Kimberly Anne Summe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anne Summe located?
Kimberly Anne Summe is based in MENLO PARK, California, working with SCGE MANAGEMENT, L.P.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Kimberly Anne Summe charge for services?
Kimberly Anne Summe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCGE MANAGEMENT, L.P.?
SCGE MANAGEMENT, L.P. has approximately 23 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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