Summitas Investment Management LLC
● SEC registered since 2024CRD 330721SEC# 801-130040
Reg. AUM
$158.6M
Employees
2
Accounts
137
Location
—
Summitas Investment Management LLC assets under management
Summitas Investment Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $158.6 million in regulatory assets under management and employs 2 people.
Summitas Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Shao Control | President, Owner, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Summitas Investment Management LLC manage?
Summitas Investment Management LLC reports $158.6 million in regulatory assets under management on its Form ADV.
How many employees does Summitas Investment Management LLC have?
Summitas Investment Management LLC reports 2 employees.
Does Summitas Investment Management LLC disclose fund performance?
Summitas Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 254-275-5326 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.6M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$158.6Mregulatory AUM
Discretionary $158.6M