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New Summit Investments LLC

CRD 285219SEC# 801-121061Manchester, MA
Export (members)
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
NameTitleOwnershipSince
Alexander J. Lamb ControlChief Compliance Officer/Managing Member25-50%2020
Frank Farnum Brown ControlManaging Member25-50%2020
Natasha Libbey Lamb ControlManaging Member25-50%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

Address13 Elm Street, Suite 2, Manchester, MA 01944
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$117M
Non-discretionary$0
Total (RAUM)$117M