Tech stack
No one at Summa Corp. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Interactive Brokers
Per Form ADV · $107M held · filed Mar 2024
UBS
Per Form ADV · $69M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $68M held · filed Mar 2024
B
Banco Santander (Suisse) S.a.
Per Form ADV · $46M held · filed Mar 2024