Triple Summit Advisors, LLC
● SEC registered since 2026CRD 282764SEC# 801-135686
Reg. AUM
$108.5M
Employees
2
Accounts
412
Location
—
Triple Summit Advisors, LLC assets under management
Triple Summit Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $108.5 million in regulatory assets under management and employs 2 people.
Triple Summit Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dan Kanivas Control | Managing Member | 25-50% | 2015 |
| Wei Wang Control | Managing Member/Chief Compliance Officer | 25-50% | 2015 |
| Yingting Yang | Member | 10-25% | 2015 |
Frequently asked questions
How much does Triple Summit Advisors, LLC manage?
Triple Summit Advisors, LLC reports $108.5 million in regulatory assets under management on its Form ADV.
How many employees does Triple Summit Advisors, LLC have?
Triple Summit Advisors, LLC reports 2 employees.
Does Triple Summit Advisors, LLC disclose fund performance?
Triple Summit Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (917) 574-2670 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.5MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$108.5Mregulatory AUM
Discretionary $108.5M