Summit X, LLC — Contact Email, Phone & Team

Overview

Summit X, LLC is a registered investment adviser headquartered in Chesterfield, Missouri, specializing in wealth management and investment advisory services for high-net-worth individuals and families. The firm manages assets exceeding $450 million and operates under the trade name Summit Wealth Strategies. It offers personalized investment allocations tailored to each client's unique financial goals and objectives. The firm's investment strategy encompasses a diverse range of asset classes, including private equity, venture capital, real estate, distressed and special situations, ESG and impact investing, fixed income, hedge funds, infrastructure, commodities, crypto, and collectibles & art. Summit X, LLC engages in investments across various stages, from seed and early-stage ventures to growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. Its geographical focus is primarily within the United States, and it invests across multiple industries such as technology, healthcare, life sciences, financial services, consumer products, energy, industrial, media, telecommunications, retail, education, transportation, real estate, hospitality, and agriculture. Summit X, LLC's investment approach is characterized by a commitment to delivering personalized financial solutions that align with clients' individual needs and values. The firm emphasizes a comprehensive understanding of each client's financial situation to develop tailored investment strategies. With a focus on integrity and quick decision-making, Summit X, LLC has established a strong reputation in the industry, managing hundreds of client relationships and maintaining a diverse portfolio across various asset classes and industries.

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Frequently asked questions about Summit X, LLC

What sectors does Summit X, LLC invest in?

Summit X, LLC invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Missouri, United States. Summit X, LLC is listed as a private investment firm in the ConnectSafely investor database.