SUMMA CORP.

Overview

Summa Corp. is a corporate-structured investment adviser that began SEC registration in 2016 and serves both high-net-worth individuals/families and institutional clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses while also acting as a selector of third-party managers. Its fees combine a percentage-of-AUM model with fixed-fee arrangements. Summa does not identify as an active ESG investor and reports neither pension consultant nor multi-state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices