SUMMITRY, LLC
CRD #128586 SEC #801-62398 FOSTER CITY, CA 650-212-2240
SEC Registered
Total AUM
$3B
Discretionary
$2.8B
Employees
43
Clients
251
Accounts
3,384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3B | $2.8B | $165.8M | 43 | 0 |
| Apr 2025 | $3B | $2.8B | $165.8M | 43 | 0 |
| Mar 2025 | $3B | $2.8B | $165.8M | 43 | 0 |
| Dec 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Nov 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Jul 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Jul 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Jun 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Apr 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Mar 2024 | $2.5B | $2.3B | $164.9M | 40 | 0 |
| Nov 2023 | $2B | $1.9B | $120.7M | 35 | 0 |
| Apr 2023 | $2B | $1.9B | $120.7M | 35 | 0 |
| Mar 2023 | $2B | $1.9B | $120.7M | 35 | 0 |
| Mar 2023 | $2B | $1.9B | $120.7M | 35 | 0 |
| Nov 2022 | $2.4B | $2.3B | $123.4M | 36 | 0 |
| Mar 2022 | $2.4B | $2.3B | $123.4M | 36 | 0 |
| Jun 2021 | $2B | $1.9B | $102.2M | 33 | 0 |
| May 2021 | $2B | $1.9B | $102.2M | 33 | 0 |
| Mar 2021 | $2B | $1.9B | $102.2M | 33 | 0 |
| Mar 2021 | $2B | $1.9B | $102.2M | 33 | 0 |
| Oct 2020 | $1.8B | $1.7B | $60.5M | 33 | 0 |
| Jun 2020 | $1.8B | $1.7B | $60.5M | 33 | 0 |
| Feb 2020 | $1.8B | $1.7B | $60.5M | 33 | 0 |
| Jan 2020 | $1.8B | $1.7B | $60.5M | 33 | 0 |
| Nov 2019 | $1.5B | $1.4B | $51.6M | 31 | 5 |
| Jun 2019 | $1.5B | $1.4B | $51.6M | 31 | 5 |
| Mar 2019 | $1.5B | $1.4B | $51.6M | 31 | 5 |
| Feb 2018 | $1.6B | $1.5B | $50.9M | 31 | 5 |
| Jul 2017 | $1.4B | $1.4B | $43.8M | 26 | 1,100 |
| Mar 2017 | $1.4B | $1.4B | $43.8M | 26 | 1,100 |
| Jun 2016 | $1.2B | $1.2B | $32.5M | 25 | 1,000 |
| Mar 2016 | $1.2B | $1.2B | $32.5M | 25 | 1,000 |
| Mar 2016 | $1.2B | $1.2B | $30.1M | 22 | 900 |
| Jul 2015 | $1.2B | $1.2B | $30.1M | 22 | 900 |
| Mar 2015 | $1.2B | $1.2B | $30.1M | 22 | 900 |
| Jun 2014 | $1B | $994.9M | $19.7M | 22 | 800 |
| Feb 2014 | $1B | $994.9M | $19.7M | 22 | 800 |
| Jan 2014 | $1B | $994.9M | $19.7M | 22 | 800 |
| Oct 2013 | $782.7M | $768.2M | $14.5M | 20 | 800 |
| Feb 2013 | $782.7M | $768.2M | $14.5M | 20 | 800 |
| Mar 2012 | $704.7M | $680M | $24.6M | 11 | 700 |
| Nov 2010 | $610M | $593M | $17M | -- | -- |
| Mar 2010 | $610M | $593M | $17M | -- | -- |
| Mar 2009 | $521M | $507M | $14M | -- | -- |
| Mar 2008 | $663.1M | $651M | $12.1M | -- | -- |
| Dec 2007 | $524.1M | $502.7M | $21.4M | -- | -- |
| Mar 2007 | $524.1M | $502.7M | $21.4M | -- | -- |
| Nov 2006 | $418.3M | $409.8M | $8.5M | -- | -- |
| Mar 2006 | $418.3M | $409.8M | $8.5M | -- | -- |
| Jun 2005 | $330M | $322.7M | $7.3M | 10 | -- |
| Mar 2004 | $235M | $229M | $6M | 10 | -- |
| Nov 2003 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$3B
Discretionary$2.8B
Non-Disc.$165.8M
Employees43
Clients0
DateApr 2025
Total AUM$3B
Discretionary$2.8B
Non-Disc.$165.8M
Employees43
Clients0
DateMar 2025
Total AUM$3B
Discretionary$2.8B
Non-Disc.$165.8M
Employees43
Clients0
DateDec 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateNov 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateJul 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateJul 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateJun 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateApr 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$164.9M
Employees40
Clients0
DateNov 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$120.7M
Employees35
Clients0
DateApr 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$120.7M
Employees35
Clients0
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$120.7M
Employees35
Clients0
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$120.7M
Employees35
Clients0
DateNov 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$123.4M
Employees36
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$123.4M
Employees36
Clients0
DateJun 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$102.2M
Employees33
Clients0
DateMay 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$102.2M
Employees33
Clients0
DateMar 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$102.2M
Employees33
Clients0
DateMar 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$102.2M
Employees33
Clients0
DateOct 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.5M
Employees33
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.5M
Employees33
Clients0
DateFeb 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.5M
Employees33
Clients0
DateJan 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.5M
Employees33
Clients0
DateNov 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$51.6M
Employees31
Clients5
DateJun 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$51.6M
Employees31
Clients5
DateMar 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$51.6M
Employees31
Clients5
DateFeb 2018
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$50.9M
Employees31
Clients5
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.8M
Employees26
Clients1,100
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.8M
Employees26
Clients1,100
DateJun 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$32.5M
Employees25
Clients1,000
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$32.5M
Employees25
Clients1,000
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees22
Clients900
DateJul 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees22
Clients900
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees22
Clients900
DateJun 2014
Total AUM$1B
Discretionary$994.9M
Non-Disc.$19.7M
Employees22
Clients800
DateFeb 2014
Total AUM$1B
Discretionary$994.9M
Non-Disc.$19.7M
Employees22
Clients800
DateJan 2014
Total AUM$1B
Discretionary$994.9M
Non-Disc.$19.7M
Employees22
Clients800
DateOct 2013
Total AUM$782.7M
Discretionary$768.2M
Non-Disc.$14.5M
Employees20
Clients800
DateFeb 2013
Total AUM$782.7M
Discretionary$768.2M
Non-Disc.$14.5M
Employees20
Clients800
DateMar 2012
Total AUM$704.7M
Discretionary$680M
Non-Disc.$24.6M
Employees11
Clients700
DateNov 2010
Total AUM$610M
Discretionary$593M
Non-Disc.$17M
Employees--
Clients--
DateMar 2010
Total AUM$610M
Discretionary$593M
Non-Disc.$17M
Employees--
Clients--
DateMar 2009
Total AUM$521M
Discretionary$507M
Non-Disc.$14M
Employees--
Clients--
DateMar 2008
Total AUM$663.1M
Discretionary$651M
Non-Disc.$12.1M
Employees--
Clients--
DateDec 2007
Total AUM$524.1M
Discretionary$502.7M
Non-Disc.$21.4M
Employees--
Clients--
DateMar 2007
Total AUM$524.1M
Discretionary$502.7M
Non-Disc.$21.4M
Employees--
Clients--
DateNov 2006
Total AUM$418.3M
Discretionary$409.8M
Non-Disc.$8.5M
Employees--
Clients--
DateMar 2006
Total AUM$418.3M
Discretionary$409.8M
Non-Disc.$8.5M
Employees--
Clients--
DateJun 2005
Total AUM$330M
Discretionary$322.7M
Non-Disc.$7.3M
Employees10
Clients--
DateMar 2004
Total AUM$235M
Discretionary$229M
Non-Disc.$6M
Employees10
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--