New Summit Investments LLC
CRD 285219SEC# 801-121061Manchester, MA
No longer SEC-registered. New Summit Investments LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117M
Employees
10
Accounts
7
Location
Manchester, MA
New Summit Investments LLC assets under management
New Summit Investments LLC is a registered investment adviser overseen by the SEC based in Manchester, MA. It reports $117 million in regulatory assets under management and employs 10 people.
New Summit Investments LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander J. Lamb Control | Chief Compliance Officer/Managing Member | 25-50% | 2020 |
| Frank Farnum Brown Control | Managing Member | 25-50% | 2020 |
| Natasha Libbey Lamb Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does New Summit Investments LLC manage?
New Summit Investments LLC reports $117 million in regulatory assets under management on its Form ADV.
How many employees does New Summit Investments LLC have?
New Summit Investments LLC reports 10 employees.
Where is New Summit Investments LLC located?
New Summit Investments LLC is based in Manchester, MA.
Does New Summit Investments LLC disclose fund performance?
New Summit Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13 Elm Street, Suite 2, Manchester, MA 01944 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$117MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$117Mregulatory AUM
Discretionary $117M