| Name | Title | Ownership | Since |
|---|---|---|---|
| John Shao Control | President, Owner, Chief Compliance Officer | Over 75% | 2024 |
Summitas Investment Management LLC reports $131 million in regulatory assets under management on its Form ADV.
Summitas Investment Management LLC reports 2 employees.
Summitas Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 254-275-5326 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $131M |
| Non-discretionary | $0 |
| Total (RAUM) | $131M |