| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Standard Group, LLC Control | Member | Over 75% | 2024 |
| Colin Matthew Higgins Control | President, Ceo | Under 5% | 2003 |
| Jennifer Lynn Rouse | Chief Compliance Officer | Under 5% | 2009 |
Summitry, LLC reports $3 billion in regulatory assets under management on its Form ADV.
Summitry, LLC reports 43 employees.
Summitry, LLC is based in Foster City, CA and has been SEC-registered since 2003.
Summitry, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.84B |
| Non-discretionary | $165.8M |
| Total (RAUM) | $3.01B |