# SUMMITRY, LLC

SUMMITRY, LLC is a RIA based in Foster City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Foster City, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Founded:** 2005
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** summitry.com

## Regulatory record

- **CRD number:** 128586
- **SEC file number:** 801-62398
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128586

## About

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.

## Sectors

- Real Estate
- Private Equity
- Venture Capital
- Hedge Funds

## People

- John K. Amory — Founder & Managing Partner

## 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.

## Related profiles

- [Gray Private Wealth](https://altss.com/profile/gray-private-wealth-llc)

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

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