Summit Private Investments, Inc.
Summit Private Investments, Inc. is an SEC-registered asset manager with $122.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Summit Private Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105373, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $122.1M (2026-03-16)
- Firm type
- Asset Manager
- Employees
- 7
- CRD
- 105373
- Ownership
- KARP, RONALD, ALLAN; KARP, JEFFREY, MARTIN; STEINBUGLER, ELIZABETH; KARP, STACEY; SHANKMAN, MICHAEL, TAYLOR
How much AUM does Summit Private Investments, Inc. have?
Summit Private Investments, Inc. reported $122.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Summit Private Investments, Inc.?
Disclosed owners and executives of Summit Private Investments, Inc. include KARP, RONALD, ALLAN, KARP, JEFFREY, MARTIN, STEINBUGLER, ELIZABETH, KARP, STACEY, SHANKMAN, MICHAEL, TAYLOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.