Amanda Bastos is not listed as a control person, but directly owns under 5% of SummitPoint Capital Management.
SummitPoint Capital Management is an investment adviser based in Littleton, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $133 million, as filed on 2 April 2026. Its fees, ownership and offices are on the firm’s profile.
Amanda Bastos is Director of Operations & CCO of SummitPoint Capital Management, based in Littleton, Colorado. Bastos is an operations and compliance leader who designs systems and leads operational excellence at the firm.
- CRD
- 6974391
- Firm
- SummitPoint Capital Management · CRD 336856
- Role
- Chief Compliance Officer
- In role since
- August 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Littleton, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitpoint-cap.com
Where does Amanda Bastos work?
Amanda Bastos has been Chief Compliance Officer of Summitpoint Capital Management since August 2025.
How can I verify Amanda Bastos’ record?
Amanda Bastos’ role is listed on Summitpoint Capital Management’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 336856.