Summit Private Investments Inc

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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 ($M)
60048036024012001999200820172027
Sector Form 13F Holdings Value ($B)
Apple Inc 0.2
Nvidia Corp 0.1
Microsoft Corp 0.1
Amazon Com Inc 0.1
J P Morgan Chase & Co 0.1
Alphabet Inc 0.1
Palantir Technologies Inc 0.0
Facebook Inc 0.0
Broadcom Inc 0.0
 
 
Holdings by Sector ($B)
10.08.06.04.02.00.02016201920232027
Type Form D Funds Date Sold AUM
HF SPI MLP & Energy Fund LP 2015-03-19 12.9 M
HF SPI Capital Preservation LP 2012-03-05 19.8 M
HF SPI Diversified LP 2012-03-05 5.4 M
HF SPI Hedge LP 2012-03-05 3.3 M
HF SPI International LP [2012-03-05] 4.6 M
HF Summit Private Investments II LP 2012-03-05 95.8 M
HF Summit Private Investments I LP [2012-03-05] 38.9 M
HF Summit Private Investments Offshore Ltd 2012-03-05 41.8 M
HF Summit Private Investments Plus LP 2012-03-05 8.0 M
AUM Breakdown Accounts AUM ($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 - 2026
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]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Summit Financial Group Inc
Upson Jill S
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
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 41,250
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 23,344
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 1,150
Summit Financial Group Inc SMMF
Phantom Stock · derivative
2024-05-03 Option exercise 1,085.91
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 1,734
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 424,055
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 10,768.20
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 8,151
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 1,368
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 1,225.87
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 9,000
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 17,052
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 100,092
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 59,997
Summit Financial Group Inc SMMF
Common Stock
2024-05-03 Disposed to issuer 38,850
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 17,052
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 17,112
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 17,947
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 17,221
Summit Financial Group Inc SMMF
Stock-Settled Stock Appreciation Rights · derivative
2024-05-03 Disposed to issuer 16,153
showing 20 of 200 most recent transactions
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