Updated:
SUMMITRY, LLC
Summtry, LLC is an SEC-registered investment adviser in Foster City, CA, registered since 2003. The firm manages $3.4 billion in assets on a discretionary...
SUMMITRY, LLC
Summtry, LLC is an SEC-registered investment adviser in Foster City, CA, registered since 2003. The firm manages $3.4 billion in assets on a discretionary basis. It has 46 employees and 20 investment advisers.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
Foster City
Corporate office
San Mateo, CA, United States
Principals
John K. Amory
Founder & Managing Partner
Sector focus
Frequently asked questions
What does Summitry's venture portfolio look like?
Public records show Summitry has been a limited partner in funds managed by Benchmark, Founders Fund, and General Catalyst, among others. The venture sleeve has historically favored early-stage technology companies, with a particular tilt toward enterprise software and fintech. The firm accesses venture through fund commitments rather than operating as a direct-investment shop.
Does Summitry invest directly in real estate or only through funds?
Summitry pursues direct real-estate investments, concentrating on value-add multifamily and industrial properties in the western United States. The firm's geographic focus centers on Northern California and the Pacific Northwest, where it can leverage local market knowledge. This direct approach differentiates the real-estate sleeve from the fund-of-funds model used in venture and hedge-fund allocations.
What is Summitry's geographic investment footprint?
Summitry's venture and private-equity commitments have a national scope, reflecting the Bay Area-centric fund managers in which it invests. The direct real-estate portfolio is weighted toward the western United States — specifically Northern California and the Pacific Northwest — where the firm maintains its underwriting advantage through local presence and relationships.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: