Summitas Investment Management LLC
Summitas Investment Management LLC is an SEC-registered ria with $158.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Summitas Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330721, SEC 801-130040, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $158.6M (2026-03-03)
- Firm type
- Ria
- Employees
- 2
- Clients
- 41
- CRD
- 330721
- Ownership
- SHAO, JOHN
How much AUM does Summitas Investment Management LLC have?
Summitas Investment Management LLC reported $158.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Summitas Investment Management LLC?
Disclosed owners and executives of Summitas Investment Management LLC include SHAO, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.