# Summit Financial Group

Summit Financial Group is an Asset Manager based in Rome, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Rome, United States
- **Region:** North America
- **Address:** Parsippany, NJ, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** www.summitfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/summit-financial-group-northwestern-mutual

## Regulatory record

- **CRD number:** 125144
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125144

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## Offices

- Chatham, NJ

## People

- John R. Strangfeld — Chief Executive Officer
- David R. Bullington — President

## 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).

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- [Promise Holdings LLC](https://altss.com/profile/promise-holdings-llc)
- [L&T Investment Management Limited](https://altss.com/profile/landt-investment-management-limited)

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Last updated: 2026-06-03T20:00:00.000Z

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