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Triple Summit Advisors, LLC

● SEC registered since 2026CRD 282764SEC# 801-135686
Export (members)
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
NameTitleOwnershipSince
Dan Kanivas ControlManaging Member25-50%2015
Wei Wang ControlManaging Member/Chief Compliance Officer25-50%2015
Yingting YangMember10-25%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 hours8:00 a.m. - 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.5M
Non-discretionary$0
Total (RAUM)$108.5M