Summitas Investment Management LLC

Overview

Summitas Investment Management LLC is a small, equity-focused registered adviser that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and operates on a discretionary basis, implementing client mandates with a clear tilt toward exchange-traded equities. Summitas does not position itself as a capital allocator or multi-state ESG specialist; instead it uses externally managed products and third-party managers to fill non-equity roles. The adviser’s client base is concentrated and high-net-worth: 41 clients and 137 accounts indicate multi-account relationships per client, consistent with household-level management. Investment activity centers on liquid, listed equity instruments held at a single custodian, supplemented by allocations to mutual funds and external hedge funds for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices