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- Custodian
- Interactive Brokers · JP Morgan · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2001
- Office Locations
- 1
Office Locations
About Summa Corp.
Summa Corp is a diversified parent company with operations spanning high-resolution LED display advertising and U.S. commercial real estate development and property management. Public filings also show it operates as a registered investment adviser, providing asset management and portfolio construction for retail and institutional clients, with a portfolio mix heavily oriented to ETFs alongside fixed income and derivatives. Reported custodians include Interactive Brokers and Pershing, and the firm uses Masttro.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARIA LUISA BERNALDO DE QUIROS
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1793154
- Ownership
- 50% but less than 75%
RODRIGO GERARDO DE LA GARZA
DIRECTOR, Secretary
- CRD
- #2533089
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alonso Valenzuela Del Rio
--
- CRD
- #3243583
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,639,537 | $6,117,531 |
| Non-Discretionary | $189,561,365 | $15,796,780 |
| Total | $587,200,902 | $7,625,986 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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