SUMMITAS INVESTMENT MANAGEMENT LLC

Adviser information for SUMMITAS INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	0	$0
Total	0	$0

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-130040
SEC ERA File Number	801-130040
SEC CIK Numbers	None
SEC CRD Numbers	330721
Legal Entity Identifier	None

Principal Office

5704 SQUEEZEPENNY LN
MCKINNEY
TX
United States

Monday - Friday, BY APPOINTMENT

Tel: 254-275-5326, Fax: 469-546-3697

Chief Compliance Officer

JOHN SHAO

PRESIDENT, OWNER

5704 SQUEEZEPENNY LN

MCKINNEY

United States

Tel: 254-275-5326

Fax: 469-546-3697

I*********@**********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners