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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SUMMIT HOUSE CAPITAL MANAGEMENT, LLC CRD Number: 306823Annual Amendment

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How to fill out form adv - oformr-than-annual

01

Gather all necessary information and documents needed to fill out the Form ADV - OFormr-Than-Annual.

02

Access the SEC's website or contact your compliance consultant to obtain the form.

03

Follow the instructions provided in the form to accurately fill out all required sections and provide all requested information.

04

Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory body.

Who needs form adv - oformr-than-annual?

01

Investment advisers who are required to file periodic reports with the SEC on an other than annual basis need to fill out Form ADV - OFormr-Than-Annual.

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What is form adv - oformr-than-annual?

Form ADV - Other-Than-Annual is a form required by the Securities and Exchange Commission (SEC) for investment advisers to report information on a quarterly or other periodic basis.

Who is required to file form adv - oformr-than-annual?

Investment advisers registered with the SEC who are required to submit periodic updates to Form ADV.

How to fill out form adv - oformr-than-annual?

Form ADV - Other-Than-Annual can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv - oformr-than-annual?

The purpose of Form ADV - Other-Than-Annual is to provide updated information on an investment adviser's business, clients, conflicts of interest, and other key details.

What information must be reported on form adv - oformr-than-annual?

Information such as assets under management, key personnel changes, disciplinary history, and other relevant data must be reported on Form ADV - Other-Than-Annual.

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