SUMMIT GATES CAPITAL

SUMMIT GATES CAPITAL is an SEC-registered investment adviser (CRD 296071). Regulatory assets under management: $1.6M.

Registration

• CRD: 296071
• Type: Registered investment adviser
• Phone: 562-204-6182
• Latest filing: 2026-05-16
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 296071 on SEC IAPD (source of record)
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