Sia-Summit Investment Advisors

Hedge Fund Exempt reporting adviser
Southlake, TX Website

AUM

$40.1M
Private fund assets

Private funds

1
Hedge Fund 1

Private fund assets

$40.1M
Gross asset value

Employees

—

Last Form D raise

Jul 2014
Most recent fund filing

From SEC Form ADV filing (filed Apr 1, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jackson Lounsberry
Managing Member
Source: SEC Form ADV
J
Jonathan Efurd
Managing Member
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sia Capital Options Fund LPHedge Fund$40.1M$3.0M13Jul 2014Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
150607
SEC file number
802-132635

Sources