Summitry, LLC
● SEC registered since 2003CRD 128586SEC# 801-62398Foster City, CA
Reg. AUM
$3.35B
Employees
46
Accounts
4,031
Location
Foster City, CA
Summitry, LLC assets under management
Summitry, LLC operates as an SEC-registered investment adviser based in Foster City, CA. The firm has been registered since 2003. It reports $3.4 billion in regulatory assets under management and employs 46 people.
Summitry, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Barth Katz Control | President, Ceo | Under 5% | 2026 |
| Aspen Standard Group, LLC Control | Member | Over 75% | 2024 |
| Conor Patrick Wilkes Control | Coo, Ceo | Under 5% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Summitry, LLC manage?
Summitry, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Summitry, LLC have?
Summitry, LLC reports 46 employees.
Where is Summitry, LLC located?
Summitry, LLC is based in Foster City, CA and has been SEC-registered since 2003.
Does Summitry, LLC disclose fund performance?
Summitry, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 919 Hillsdale Blvd., Suite 150, Foster City, CA 94404 |
| Phone | 650-212-2240 |
| Fax | 650-212-2249 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1280043 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.35B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$3.35Bregulatory AUM
Discretionary $3.35BNon-discretionary $230K