DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Rohit Bharat Mansukhani

Summitry, LLCindependent RIAFoster City, CaIA-onlyIAPD 5983468
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
0 y
since Jul 15, 2026
In the industry
12 y
since Jan 6, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • Summitry, LLC independent RIA current
    since Jul 15, 2026 · Foster City, Ca
  • Corient independent RIA
    Jun 10, 2025 to Oct 16, 2025 · Menlo Park, Ca
  • Aspiriant, LLC independent RIA
    Oct 21, 2024 to Mar 13, 2025 · Mountain View, Ca
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Rohit Bharat Mansukhani left Corient for Summitry, Llc (registered 2026-07-15)
    Oct 16, 2025 · Advisor changed firm · fact
  • Rohit Bharat Mansukhani left Aspiriant, Llc for Corient (registered 2025-06-10)
    Mar 13, 2025 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address