BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
329445
Registered since
January 25, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AARON EVANS

    CCO & CFOCRD 5914024

Contacts

3 of 3
  • Jason Mandelaris

    MemberCRD 7852398

  • Denny Crockett

    MemberCRD 7852397

  • Reno Mahe

    MemberCRD 7852399

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth