Investment adviser · CRD 150607
SIA-SUMMIT INVESTMENT ADVISORS
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
SOUTHLAKE, TX, United States · Form ADV filed Apr 1, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SIA CAPITAL OPTIONS FUND LPHedge Fund · Last reported Apr 1, 2026$40.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRAGER METIS CPA
PCAOB 273
APEX CLEARING CORPORATION
CRD 13071 · SEC 8-23522
LIGHTSPEED FINANCIAL SERVICES GROUP LLC
CRD 104369 · SEC 8-52843
Fund details & source
- Fund ID
- 805-8738211542
- Reported beneficial owners
- 31
- Minimum commitment
- $10K
- Form D file number
- 021-177640
Form ADV 2090924 · Apr 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
1206 ASHMORE CTSOUTHLAKE, TX, 76092, United States
CRD 150607
Filing source
Form ADV 2090924 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.