# SUMMITRY, LLC

SUMMITRY, LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128586
- Type: SEC-registered investment adviser
- SEC file number: 801-62398
- Location: 919 HILLSDALE BLVD., SUITE 150, FOSTER CITY, CA, 94404
- Phone: 650-212-2240
- Latest filing: 2026-06-30
- Regulatory AUM: $3.4B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $230K
- Clients: 46
- Accounts: 4,031

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Colin Matthew Higgins | PRESIDENT, CEO | — |
| Jennifer Lynn Rouse | CHIEF COMPLIANCE OFFICER | — |
| RICH SANFORD ROBERT | CHIEF COMPLIANCE OFFICER | — |
| GOLUB MICHAEL MACARTHUR | CHAIRMAN & CEO | — |
| HIGGINS COLIN MATTHEW | CFO, COO; PRESIDENT, CEO; PRESIDENT, COO | — |
| GOLUB GREGORY SCOTT | BOARD MEMBER; SECRETARY | — |
| MARTIN JOSEPH A | CHIEF CLIENT EXPERIENCE OFFICER; DIRECTOR, PRIVATE CLIENT GROUP; VICE PRESIDENT | — |
| RICH TIMOTHY | CHIEF COMPLIANCE OFFICER | — |
| ROUSE JENNIFER LYNN | CHIEF COMPLIANCE OFFICER | — |
| HOEFER KURT | CHIEF COMPLIANCE OFFICER; CHIEF STRATEGY OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT | — |
| SUBRAMANIAN ANUPAMA | CHIEF COMPLAINCE OFFICER | — |
| KATZ ALEX BARTH | CHIEF GROWTH OFFICER | — |
| Conor Patrick Wilkes | COO, CEO | — |
| Alex Barth Katz | PRESIDENT, CEO | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PASADENA | CA | 3 | (626) 844-7184 |
| — | — | 1 | 650-212-2240 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128586/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128586/similar
- Related entities: https://search.stillhousedata.com/firm/128586/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128586

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.