LP Profile

Summit Asset Management

Wealth ManagerMemphis, United States
$700M
Assets Under Management
Memphis
Headquarters
Investment Focus

About Summit Asset Management

Summit Asset Management has been providing investment services and financial advice since 1991. We have deep roots that have connected us to the community and the financial services industry for generations. Accordingly, we know the importance of lasting relationships. Our vision is to continue that legacy and that same commitment to people in everything we do.

Preferred Investment Types

Growth CapitalInvestment FundsJoint Venture/PartnerPrivate EquityShort-Term InvestmentsVenture Capital

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Summit Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
1,522
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Summit Asset Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Summit Asset Management?

Summit Asset Management is a wealth manager based in Memphis, United States, managing approximately $700M in assets.

Where is Summit Asset Management headquartered?

Summit Asset Management is headquartered in Memphis, United States.

How much does Summit Asset Management manage?

Summit Asset Management manages approximately $700M in assets under management.

What does Summit Asset Management invest in?

Summit Asset Management focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Short-Term Investments, Venture Capital.

How can I contact Summit Asset Management?

Verified contact details, key decision-makers, and investment preferences for Summit Asset Management are available on LPbacked. Create a free account to access them.