RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING PARTNERC Control
BROWN, FRANK, FARNUMIMANAGING MEMBERC Control
BROWN, FRANK, FARNUMIMANAGING MEMBERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING PARTNERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING MEMBERC Control
LAMB, ALEXANDER, J.ICHIEF COMPLIANCE OFFICER/MANAGING MEMBERC Control
LAMB, NATASHA, LIBBEYIMANAGING MEMBERC Control
LAMB, NATASHA, LIBBEYIMANAGING MEMBERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
Lamb, Natasha, LibbeyIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control
SEITCHIK, ADAM, DAVIDIMANAGING PARTNERC Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (3)

MA NC NM

Address

13 ELM STREET
SUITE 2
MANCHESTER, MA 01944
United States
Phone: 978-578-4265