Summitpoint Capital Management
● SEC registered since 2025CRD 336856SEC# 801-133769Littleton, CO
Reg. AUM
$132.5M
Employees
3
Accounts
346
Location
Littleton, CO
Summitpoint Capital Management assets under management
Summitpoint Capital Management is an SEC-registered investment adviser based in Littleton, CO. The firm has been registered since 2025. It reports $132.5 million in regulatory assets under management and employs 3 people.
Summitpoint Capital Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Rossi Bastos | Chief Compliance Officer | Under 5% | 2025 |
| Matthew Edward Lengel Control | Owner | Over 75% | 2025 |
Frequently asked questions
How much does Summitpoint Capital Management manage?
Summitpoint Capital Management reports $132.5 million in regulatory assets under management on its Form ADV.
How many employees does Summitpoint Capital Management have?
Summitpoint Capital Management reports 3 employees.
Where is Summitpoint Capital Management located?
Summitpoint Capital Management is based in Littleton, CO and has been SEC-registered since 2025.
Does Summitpoint Capital Management disclose fund performance?
Summitpoint Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2489 W Main Street, Littleton, CO 80120 |
| Phone | 7207439440 |
| Office hours | 9 a.m. -5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.5M▲ 10%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$132.5Mregulatory AUM
Discretionary $132.5M