Portfolio Manager · Summit House Capital Management, LLC
Jed J. Walsh
CRD 4809988 · Named on Form ADV at one SEC-registered adviser
At a glance
Summit House Capital Management, LLC, an SEC-registered asset manager based in Dallas, TX with $519 million in regulatory assets, lists Jed J. Walsh on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Summit House Capital Management, LLCPortfolio ManagerAsset manager · Dallas, TX · $519M in regulatory assets
AtlasMembers
Jed’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bryan A. MacktingerCco/cfo/coo, Summit House Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jed’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.