SUMMIT EQUITY PARTNERS LTD.
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 338043
- Registered since
- July 25, 2025
Firm profile
FINTRXOverview
Summit Equity Partners Ltd. is a limited liability company that operates in the financial services sector, specifically as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm is relatively new to the investment advisory landscape, having registered with the SEC in 2025. As an unclassified entity, it does not fall into traditional categories such as broker-dealer or investment adviser, but it does engage in activities related to investment management. Summit Equity Partners Ltd. does not actively pursue ESG (Environmental, Social, and Governance) investments, indicating a more traditional approach to investment strategy.
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
Contacts
1 of 1Bruno Rocha
DirectorCRD 8138602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 12200 E Briarwood Ave
- Time zone
- MT (UTC-7)
- Office locations
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