Summitpoint Capital Management
Summitpoint Capital Management is an SEC-registered ria in Littleton, CO with $132.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Summitpoint Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336856, SEC 801-133769, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $132.5M (2026-04-02)
- Firm type
- Ria
- Location
- Littleton, CO
- Employees
- 3
- Clients
- 90
- CRD
- 336856
- Ownership
- LENGEL, MATTHEW, EDWARD; Bastos, Amanda, Rossi
How much AUM does Summitpoint Capital Management have?
Summitpoint Capital Management reported $132.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Summitpoint Capital Management?
Disclosed owners and executives of Summitpoint Capital Management include LENGEL, MATTHEW, EDWARD, Bastos, Amanda, Rossi. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.