PPrivate Fund Data Log in Join · $37/mo

Summa Global Advisors, LLC

● SEC registered since 2010CRD 148713SEC# 801-71249Clackamas, OR
Export (members)
Reg. AUM
$140.1M
Employees
2
Accounts
374
Location
Clackamas, OR

Summa Global Advisors, LLC assets under management

Summa Global Advisors, LLC is an investment advisory firm registered with the SEC based in Clackamas, OR. The firm has been registered since 2010. It reports $140.1 million in regulatory assets under management and employs 2 people.
www.facebook.com/summaglobalView on SEC.gov ↗

Summa Global Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Summa Global Holdings, Inc. ControlOwnerOver 75%2022
Valerie Ruth Wakefield ControlChief Compliance OfficerUnder 5%2024
Wai Ngan Henry Yu ControlManaging DirectorUnder 5%2022
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Summa Global Advisors, LLC manage?

Summa Global Advisors, LLC reports $140.1 million in regulatory assets under management on its Form ADV.

How many employees does Summa Global Advisors, LLC have?

Summa Global Advisors, LLC reports 2 employees.

Where is Summa Global Advisors, LLC located?

Summa Global Advisors, LLC is based in Clackamas, OR and has been SEC-registered since 2010.

Does Summa Global Advisors, LLC disclose fund performance?

Summa Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12901 SE 97th Ave, Suite 390, Clackamas, OR 97015
Phone503-636-2022
Fax503-908-6234
Office hours7:30 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.9M
Non-discretionary$12.1M
Total (RAUM)$140.1M