SUMMIT PRIVATE INVESTMENTS, INC.
Adviser information for SUMMIT PRIVATE INVESTMENTS, INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-108341 |
|---|---|
| SEC ERA File Number | 802-108341 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105373 |
| Legal Entity Identifier | None |
Principal Office
47 MAPLE STSTE 103
SUMMIT
NJ
United States
Monday - Friday, 8:30 A.M.- 5:00 P.M.
Tel: 908-522-1414, Fax: 908-522-1447
Websites
Chief Compliance Officer
RONALD A. KARP
CHAIRMAN
47 MAPLE ST.
SUITE 103
SUMMIT
NJ
United States
Tel:
908-522-1414
Fax:
908-522-1447
R****@***********M
(Full email address available in API data)
Industry Affiliates
| KARP ADVISORS LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SPI MLP & ENERGY FUND, LP | Hedge Fund | $17.1M | $0.5M | 15 |
| SUMMIT PRIVATE INVESTMENTS I, L.P. | Hedge Fund | $28.5M | $0.5M | 23 |
| SUMMIT PRIVATE INVESTMENTS II, L.P. | Hedge Fund | $62.1M | $0.5M | 33 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KARP, RONALD, ALLAN | Individual | – | CHAIRMAN | 01/2008 | < 5% |
| KARP, JEFFREY, MARTIN | Individual | – | PRESIDENT | 01/2008 | 50-75% |
| KARP, STACEY | Individual | – | OWNER | 01/2005 | 25-50% |
| KARP, RONALD, ALLAN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2015 | < 5% |