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John Shao

President, Owner, Chief Compliance OfficerSummitas Investment Management LLCCRD 3020236

About John Shao

John Shao is listed as President, Owner, Chief Compliance Officer at Summitas Investment Management LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summitas Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Shao work?

John Shao is listed as President, Owner, Chief Compliance Officer at Summitas Investment Management LLC on SEC Form ADV.

How much of Summitas Investment Management LLC does John Shao own?

Form ADV reports a beneficial ownership band of Over 75%.

Summitas Investment Management LLC

TitlePresident, Owner, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024
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