Asset ManagerRIA · CRD 330721SEC-Registered

Updated:

SUMMITAS INVESTMENT MANAGEMENT LLC

Summitas Investment Management LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $159 million in regulatory assets.

SUMMITAS INVESTMENT MANAGEMENT LLC

Summitas Investment Management LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $159 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Has the firm disclosed any portfolio companies or co-investment partners?

No direct investments, fund commitments, or co-investment relationships have been disclosed. The firm does not appear as a beneficial owner in SEC filings or as a participant in announced funding rounds.

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