RIA Intelligence

ALTA SUMMIT CAPITAL, LLC

Legal name: AGENTSMYTH ADVISORS

CRD #330911 SEC #801-130203 NEW YORK, NY 917-826-9949
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 29, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Jaiswal, PulkitICHIEF TECHNOLOGY OFFICERNA Control
Jaiswal, PulkitICHIEF TECHNOLOGY OFFICERNA Control
Jaiswal, PulkitICHIEF EXECUTIVE OFFICERNA Control
MCCOOEY, DANIEL, FRANCISICHIEF EXECUTIVE OFFICERNA Control
MCCOOEY, DANIEL, FRANCISICHIEF EXECUTIVE OFFICERNA Control
MCCOOEY, DANIEL, FRANCISICHIEF COMPLIANCE OFFICERNA Control
McCooey, JackIPRODUCT MANAGERNA
McCooey, JackIPRODUCT MANAGERNA
McCooey, JackICLIENT SUCCESS MANAGERNA
AGENTSMYTH INC.DEMANAGING MEMBERE Control
BLOCK, MICHAEL, EICHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, MEMBERC Control
BLOCK, MICHAEL, EICHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, MEMBERC Control
DIFAZIO, ROBERT, KIMANAGING DIRECTORC Control
DJQ VENTURES LLCDEMANAGING MEMBERC Control
DJQ VENTURES LLCDEMANAGING MEMBERC Control
Jaiswal, PulkitIMANAGING DIRECTORC Control
MCCOOEY, DANIEL, FRANCISICHIEF COMPLIANCE OFFICERC Control
MILIAS, MITCHELL, CRAIGIMEMBERA
MILIAS, MITCHELL, CRAIGIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCCOOEY, DANIEL, FRANCISIDJQ VENTURES LLCE Control
MCCOOEY, DANIEL, FRANCISIDJQ VENTURES LLCE Control

Registrations

Federal

IA
Sep 29, 2025 REGISTERED

Notice Filings (3)

NY TX UT

Address

32 OLD SLIP
SUITE 504
NEW YORK, NY 10005
United States
Phone: 917-826-9949