SUMMIT EQUITY PARTNERS LTD.

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CENTENNIAL, Colorado
CRD number
338043
Registered since
July 25, 2025

Firm profile

FINTRX

Overview

Summit Equity Partners Ltd. is a limited liability company that operates in the financial services sector, specifically as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm is relatively new to the investment advisory landscape, having registered with the SEC in 2025. As an unclassified entity, it does not fall into traditional categories such as broker-dealer or investment adviser, but it does engage in activities related to investment management. Summit Equity Partners Ltd. does not actively pursue ESG (Environmental, Social, and Governance) investments, indicating a more traditional approach to investment strategy.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Bruno Rocha

    DirectorCRD 8138602

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CENTENNIAL, CO

ARAPAHOE

Location

CENTENNIAL, CO

Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
12200 E Briarwood Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth