SummitPoint Capital Management
summitpoint-cap.com Direct investor
SummitPoint Capital Management is a registered investment advisor offering wealth management, financial planning and portfolio management across public and private markets. It serves individuals, families and businesses with services including multi-generational planning and tax strategy.
SummitPoint Capital Management is an asset manager headquartered in Littleton, United States. It invests directly in companies.
“We offer portfolio management across public and private markets, maintaining a disciplined approach that supports your broader financial life.”
— SummitPoint Capital Management, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Littleton, United States
Team, as SummitPoint Capital Management publishes it
- Matthew Lengel, CFP President & Founder
- Amanda Bastos Director of Operations & CCO
- Alice Regan Associate Wealth Manager
- Paul T. Quistberg Outside Investment Counsel
- Mark Levine Advisor Emeritus
Names and roles exactly as listed on summitpoint-cap.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page SummitPoint Capital Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.summitpoint-cap.com/name, is_investor, type, hq_country, hq_city, thesis_quote, description, people, status, layer
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Record 14757 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium
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