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| Happy Holidays!! thanks for using AUM13F!! |
| Summitry LLC
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| CRD # | 128586 |
| SEC # | 801-62398 |
| CIK # | 0001280043 |
| AUM | $3.0 B (2025-05-08) |
| Employees | 43 (33% Investors, 0% Brokers) |
| Phone | 650-212-2240 |
| Address | 919 Hillsdale Blvd Foster City, CA 94404 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001280043 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Lowes Companies Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Carrier Global Corp | 0.1 | ||
| Wells Fargo & Co/MN | 0.1 | ||
| Agilent Technologies Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Starbucks Corp | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.1 | ||
| Ross Stores Inc | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| Zebra Technologies Corp | 0.0 | ||
| GXO Logistics Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
| Old Dominion Freight Line Inc/VA | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 0.4 |
| (b) Individuals (high net worth individuals) | 675 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,384 | 3.0 |
| By Discretionary | ||
| Discretionary | 2,983 | 2.8 |
| Non-Discretionary | 401 | 0.2 |
| Total | 3,384 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,384 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001280043] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Capital Management LLC
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|
VA | 3.0 |
|
Steele Capital Management Inc
✚
|
IA | 3.0 |
|
Frank Rimerman Advisors LLC
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|
CA | 3.0 |
|
Advisor Resource Council
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|
TX | 3.0 |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
New England Private Wealth Advisors LLC
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|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |
|
Sol Capital Management Co
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|
MD | 3.0 |
|
Capital Generation Partners LLP
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|
3.0 |