Best Investors Account Sign in
Current Employers
3Summit Investment Management, Llc

8245 Boone Blvd. Suite 590, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-04-16
  • VA RA
    APPROVED
    Since 2020-04-16

Branch Locations

8245 Boone Blvd. Suite 590, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kapital Asset Management Llc Moscow 05/2009 05/2019
The Avalon Fund Mclean VA 12/1997 Present
3Summit Investment Management, L.L.C. Vienna VA 04/2020 Present
Other Businesses

I have been a Director and the Fund/Investment manager for The Avalon Fund, a private fund registered in the Cayman Islands since November 3, 1997. Since July 28, 2014, I have been managing the fund individually. The address of the Avalon Fund is Maples Corporate Services Limited, PO Box 309, Ugland House, Grand Cayman, KY1-1104, Cayman Islands. The fund is a balanced fund investing in listed equity and debt securities. As the investment manager, I receive a 1% management fee and a 15% year-end performance fee on capital appreciation above 3-month LIBOR on a quarterly compounded basis, subject to high water mark. I spend approximately 56 hours per month on this activity, 40 of which are during trading hours. This activity does not interfere with responsibilities to 3Summit.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-01
  • S65 Uniform Investment Adviser Law Examination
    2019-08-01
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Vienna, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor