SUMMER FIELDS INVESTMENTS, LLC

SUMMER FIELDS INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 169250). Regulatory assets under management: $30.2M.

Registration

• CRD: 169250
• Type: Registered investment adviser
• Phone: 323-843-5573
• Latest filing: 2026-07-14
• Regulatory AUM: $30.2M
• Discretionary AUM: $30.2M
• Clients: 1
• Accounts: 188

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169250 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search