Summit Private Investments Inc
- Assets, Funds, Holdings
| Summit Private Investments Inc
|
| CRD # | 105373 |
| SEC # | 801-31837 |
| CIK # | 0001765536, 0000811808 |
| AUM |
|
| Employees |
7 (43% Investors, 0% Brokers)
|
| Phone | 908-522-1414 |
| Address | 47 Maple St
Summit, NJ 07901-2571 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
HON
|
119,775.0 |
11.2 |
|
MSFT
|
1,918,222.4 |
9.3 |
|
PG
|
338,108.9 |
6.8 |
|
JNJ
|
465,600.2 |
6.0 |
|
SMMF
|
354.1 |
5.1 |
|
AAPL
|
2,382,844.0 |
4.3 |
|
LLY
|
301,789.7 |
3.9 |
|
KO
|
269,985.6 |
3.4 |
|
CSX
|
63,357.9 |
3.4 |
|
RTX
|
139,471.0 |
2.9 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| 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 |
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