AB
Alexey Belkin
3SUMMIT INVESTMENT MANAGEMENT
VIENNA, VA 22182
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CRD#: 7249060
AB
Professional summary
Alexey Belkin is a registered financial advisor currently at 3SUMMIT INVESTMENT MANAGEMENT, LLC located in Vienna, Virginia.
Alexey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alexey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Alexey Belkin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 16, 2020 - Present
3SUMMIT INVESTMENT MANAGEMENT, LLC
Office #1: 8245 Boone Blvd. Suite 590, Vienna, VA 22182RIA
CRD#: 284434
VIENNA, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(4/16/2020)
Current Firm
3I
3SUMMIT INVESTMENT MANAGEMENT, LLC
3SUMMIT INVESTMENT MANAGEMENT, L.L.C. | 3SUMMIT INVESTMENT MANAGEMENT, LLC
CRD#: 284434 / SEC#:
Colorado
Registered Investment Advisory firm - (5/25/2018 Approved)Virginia
Registered Investment Advisory firm - (3/17/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8245 Boone Blvd. Suite 590, Vienna, VA 22182
Mailing Address
Phone number
(571) 565-2161
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 24,909,740 |
Red Flags
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