SUMMITPOINT CAPITAL MANAGEMENT
CRD #336856 SEC #801-133769 LITTLETON, CO 7207439440
SEC Registered
Total AUM
$119.9M
Discretionary
$119.9M
Employees
3
Clients
0
Accounts
298
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bastos, Amanda, Rossi | I | CHIEF COMPLIANCE OFFICER | NA | |
| Bastos, Amanda, Rossi | I | CHIEF COMPLIANCE OFFICER | NA | |
| Bastos, Amanda, Rossi | I | CHIEF COMPLIANCE OFFICER | NA | |
| Bastos, Amanda, Rossi | I | CHIEF COMPLIANCE OFFICER | NA | |
| LENGEL, MATTHEW, EDWARD | I | OWNER | E | Control |
| LENGEL, MATTHEW, EDWARD | I | OWNER | E | Control |
| LENGEL, MATTHEW, EDWARD | I | OWNER | E | Control |
| LENGEL, MATTHEW, EDWARD | I | OWNER | E | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (4)
CO FL PA TX
Address
2489 MAIN STREETLITTLETON, CO 80120
United States
Phone: 7207439440