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- Custodian
- Altruist · Ameritas · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2009
- Office Locations
- 1
Office Locations
About Summit Investment Management, LLC
Summit Investment Management is a Denver-based private investment firm (founded 2002) focused on opportunistic and distressed credit for middle-market companies. The team acquires and manages underperforming commercial debt and structures complex special-situations financings and joint ventures, often partnering with banks and other financial institutions. Typical investments are $1–$100M and executed quickly in restructurings and bespoke transactions.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Services
Owner & Executives
LAWRENCE BRAY KAPLAN
Chief Compliance Officer, Managing Member
- CRD
- #1966112
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,396,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,396,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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