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NEW SUMMIT INVESTMENTS LLC

MANCHESTER, MA · CRD 285219 · IAPD ↗ · newsummitinvestments.com · 978-578-4265

$121.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — NEW SUMMIT INVESTMENTS LLC (MANCHESTER, MA) left the SEC roster (was $121.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.