Summit Capital Management LLC

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Assets, Funds, Holdings

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Summit Capital Management LLC
CRD #106812
SEC #801-52176
CIK #0001514349, 0001517502, 0001056868
AUM
Employees 10 (80% Investors, 20% Brokers)
Phone206-447-6200
Address1011 Western Ave
Seattle, WA 98104
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014001999200720152024
Sector Form 13F Holdings Value ($M)
Microsoft Corp 29.4
Amgen Inc 23.0
US Bancorp de 6.1
General Electric Co 5.9
Vodafone Group Public Ltd Co 5.7
Diageo PLC 5.5
Hecla Mining Co/De/ 4.4
Potlatch Corp 4.3
Occidental Petroleum Corp /DE/ 4.3
Exxon Mobil Corp 4.2
View All
Holdings by Sector ($M)
3002401801206002012201320152017
Type Form D Funds Date Sold ($M) AUM ($M)
PE Summit LC Holdings LLC 2015-10-23 2.3
HF Echelon Partners LP 2012-03-28 52.3
HF Summit Special Situations Fund LP [2012-03-28] 67.2 67.2
HF Summit World Partners Fund LP [2012-03-28] 72.6 72.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 814 520.3
By Discretionary
Discretionary 779 470.1
Non-Discretionary 35 50.2
Total 814 520.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 520.3
Total 814 520.3
Form D Directors # Filings # Firms 2011 - 2025
David Martin 75
Robert Martin 40
John Rudolf 5
Matthew Rudolf 3
EDGAR Form CIK 2011 - 2025
13F-HR [0001056868]
3 [0001514349]
4 [0001514349]
SC 13D [0001514349]
D [0001517502]
Form 13D/13G Filer Form 13D/13G Subject Filed
Summit Capital USA Inc Ewellness Healthcare Corp [2014-05-06]
Summit Capital USA Inc Jameson Stanford Resources Corp [2012-11-06]
Form 3/4/5 Subject 2011 - 2025
Summit Capital USA Inc
Star Mountain Resources, Inc.
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