NEW SUMMIT INVESTMENTS LLC
CRD #285219 SEC #801-121061 MANCHESTER, MA 978-578-4265
SEC Registered Private Funds
Total AUM
$117M
Discretionary
$117M
Employees
10
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $117M | $117M | $0 | 10 | 0 |
| Mar 2024 | $121.9M | $121.9M | $0 | 4 | 0 |
| Aug 2023 | $115.7M | $115.7M | $0 | 4 | 0 |
| Mar 2023 | $115.7M | $115.7M | $0 | 4 | 0 |
| Nov 2022 | $58M | $58M | $0 | 3 | 0 |
| Jun 2022 | $58M | $58M | $0 | 3 | 0 |
| Mar 2022 | $58M | $58M | $0 | 3 | 0 |
| Apr 2021 | $59.1M | $59.1M | $0 | 3 | 0 |
| Mar 2021 | $59.1M | $59.1M | $0 | 3 | 4 |
DateMar 2025
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees3
Clients4