# SUMMITAS INVESTMENT MANAGEMENT LLC

SUMMITAS INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 330721
- Type: SEC-registered investment adviser
- SEC file number: 801-130040
- Phone: 254-275-5326
- Latest filing: 2026-03-03
- Regulatory AUM: $158.6M
- Discretionary AUM: $158.6M
- Clients: 2
- Accounts: 137

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John Shao | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | McKinney, TX |
| SHAO JOHN | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330721/similar
- Related entities: https://search.stillhousedata.com/firm/330721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330721

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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.