Pooja Malavika Paresh
Investment adviser representative at Summit Peak Investments, LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
5 yearsFirm in business
Are you Pooja Malavika Paresh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Summit Peak Investments, LLCFeb 2021 to now
- Standish Management, LLCJun 2017 to Jan 2021
- University of Texas At DallasAug 2015 to Jun 2017
- Great American Insurance GroupAug 2013 to Feb 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Summit Peak Investments, LLC
$1.1BAssets managed
32Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7399807
- Firm CRD
- 310099