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Summit Financial Group
Summit Financial Group is a state-registered investment adviser in ROME, GA. The firm manages approximately $23 million in regulatory assets.
Summit Financial Group
Summit Financial Group is a state-registered investment adviser in ROME, GA. The firm manages approximately $23 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1998
Location
Region
North America
Country
United States
City
Rome
Corporate office
Parsippany, NJ, United States
Additional offices
Chatham, NJ
Principals
John R. Strangfeld
Chief Executive Officer
David R. Bullington
President
Sector focus
Frequently asked questions
How does Summit Financial Group source proprietary deal flow?
Summit sources deals through a network of regional sponsors and operators built over two decades. The firm does not rely on investment banks or brokers, instead originating loans and equity investments directly with developers. This approach provides better pricing and terms than competitive auction processes (per the firm's public statements).
Does Summit Financial Group participate in fund commitments or only direct deals?
Summit's primary vehicle is direct deal-making, but it also raises commingled funds that aggregate capital from multiple LPs. The firm's latest fund, Summit Real Estate Credit Fund II, is a closed-end fund that makes direct real estate debt investments. Summit does not act as a fund-of-funds or invest in third-party vehicles (per SEC filings).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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