Summit Private Investments Inc

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Assets, Funds, Holdings

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Summit Private Investments Inc
CRD #105373
SEC #801-31837
CIK #0001765536, 0000811808
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone908-522-1414
Address47 Maple St
Summit, NJ 07901-2571
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
60048036024012002000200820172026
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Nvidia Corp 0.1
Microsoft Corp 0.1
Amazon Com Inc 0.1
J P Morgan Chase & Co 0.0
Facebook Inc 0.0
Netflix Inc 0.0
Broadcom Inc 0.0
Costco Wholesale Corp /NEW 0.0
Wheaton Precious Metals Corp 0.0
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02017202020232026
Type Form D Funds Date Sold ($M) AUM ($M)
HF SPI MLP & Energy Fund LP 2015-03-19 12.9
HF SPI Capital Preservation LP 2012-03-05 19.8
HF SPI Diversified LP 2012-03-05 5.4
HF SPI Hedge LP 2012-03-05 3.3
HF SPI International LP [2012-03-05] 4.6
HF Summit Private Investments II LP 2012-03-05 95.8
HF Summit Private Investments I LP [2012-03-05] 38.9
HF Summit Private Investments Offshore Ltd 2012-03-05 41.8
HF Summit Private Investments Plus LP 2012-03-05 8.0
AUM Breakdown Accounts AUM ($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 9 234.2
By Discretionary
Discretionary 9 234.2
Non-Discretionary 0 0.0
Total 9 234.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 234.2
Total 9 234.2
EDGAR Form CIK 2011 - 2025
10-K [0000811808]
10-Q [0000811808]
13F-HR [0000811808]
3 [0000811808]
4 [0000811808]
5 [0000811808]
8-K [0000811808]
D [0000811808]
SC 13D [0000811808]
SC 13G [0000811808]
13F-HR [0001765536]
Form 13D/13G Filer Form 13D/13G Subject Filed
BlackRock Inc Summit Financial Group Inc [2024-01-29]
BlackRock Inc Summit Financial Group Inc [2021-02-02]
BlackRock Inc Summit Financial Group Inc [2020-02-07]
Summit Financial Group Inc Employee Stock Ownership Plan & Summit Financial Group Inc Employee Stock Ownership Trust Summit Financial Group Inc [2016-02-09]
Castle Creek Capital Partners V LP Summit Financial Group Inc [2014-11-26]
[2012-01-11]
[2012-01-10]
Form 3/4/5 Subject 2011 - 2025
Upson Jill S
Summit Financial Group Inc
Hager Joseph
Kitzmiller Jason A
Markwood Julie R
Kimlel Lauren N.
Freeman Danyl R
Maddy H Charles III
Piccirillo Charles
Zirk Angela R
View All
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