# Summit Portfolio Management LLC

Summit Portfolio Management LLC is a RIA based in Las Vegas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Las Vegas, United States
- **Region:** North America
- **Address:** Summit, New Jersey, United States
- **Assets under management:** Undisclosed
- **Website:** https://summitportfolio.com
- **LinkedIn:** https://www.linkedin.com/company/timothy-bock-83725415

## Regulatory record

- **CRD number:** 111243
- **SEC file number:** 801-46423
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111243

## About

Summit Portfolio Management LLC is an SEC-registered investment adviser in Las Vegas, NV, registered since 1994. The firm manages $214 million in assets, with $204 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Sectors

- Private Equity
- Real Estate
- Public Markets

## Related profiles

- [SSGA Funds Management, Inc.](https://altss.com/profile/ssga-funds-management-inc)
- [Pavlic Investment Advisors, Inc.](https://altss.com/profile/pavlic-investment-advisors-inc)

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Last updated: 2026-07-06T01:24:26.345Z

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