Fundraising FoxSummit Dynamics Group
Reno, US · Founded 2023 · Nevada corporation
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Summit Dynamics Group (SDG) provides wealth management services to investors, offering personalized, hands-on portfolio management. The firm focuses on structured investment approaches and client relationships.
Founders & leadership
AC
Alexander CressExecutive
JC
Jennifer CressExecutive
Reported raises · per SEC filings
Form D private placements$36.6M disclosed across 1 round · 2023
▶$36.6MraisedMay 2026 · 109 investors · OtherRule 506(b)
▶$36.6MraisedMay 2026 · 109 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Trier Management, Inc.Director
- Contrails Irrevocable Trust, Dated February 6, 2021Promoter
- Alexander CressExecutive Officer
- Jennifer CressExecutive Officer
- Amount sold
- $36.6M
- Minimum investment
- $50K
- First sale
- May 2023
- Incorporated
- Corporation, Nevada, 2023
- Federal exemptions
- 06b, 3C, 3C.1
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Summit Dynamics Group do?
- Summit Dynamics Group (SDG) provides wealth management services to investors, offering personalized, hands-on portfolio management. The firm focuses on structured investment approaches and client relationships.
- How much funding has Summit Dynamics Group raised?
- Summit Dynamics Group has disclosed $36.6M raised across 1 round.
- Where is Summit Dynamics Group headquartered?
- Summit Dynamics Group is headquartered in Reno, US.