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SUMMIT VIEW CAPITAL ADVISORS

· CRD 306552 · IAPD ↗ · sumstrat.com · 720-608-1211

$0Regulatory AUM
1Advisory reps
2Employees
1Clients
n/aPlanning clients
0Private funds
1States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
May 2024 — SUMMIT VIEW CAPITAL ADVISORS (location n/a) left the SEC roster (was $0 RAUM, 1 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.