GVP Summit & Shore Portfolio, LLC
Filings
1
Total offered
$38M
Total sold
$8.1M
Activity
Aug 1, 2025
through Aug 1, 2025
through Aug 1, 2025
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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SUMMIT PORTFOLIO ADVISORS, LLC
medium CRD 801-70098
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SUMMIT PORTFOLIO MANAGEMENT LLC
medium CRD 801-46423
Form D filings (1)
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0001683168-25-005553D · Aug 1, 2025 · ResidentialOffering: $38,000,000Sold: $8,060,000