BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 329445
- Registered since
- January 25, 2024
Firm profile
FINTRXOverview
Blue Summit Capital Investments Management, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm is set up to act as sponsor, general partner and managing member of pooled investment vehicles, and its primary visible activity is operating at the fund level rather than as a retail advisory practice. Public filings indicate the firm is not positioned as an ESG-focused manager, is not a multi-state adviser and is not identified as a pension consultant or a capital allocator. Ownership is via an individual owner structure and the adviser is classified as unclassified in filings. Fee schedules and client segmentation are not publicly disclosed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1AARON EVANS
CCO & CFOCRD 5914024
Contacts
3 of 3Jason Mandelaris
MemberCRD 7852398
Denny Crockett
MemberCRD 7852397
Reno Mahe
MemberCRD 7852399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 887 N 100 E
- Time zone
- MT (UTC-7)
- Office locations
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