SUMMIT PRIVATE INVESTMENTS, INC.
CRD #105373 SEC #802-108341 SUMMIT, NJ 908-522-1414
State Registered Exempt Reporting Private Funds
Total AUM
$234.2M
Discretionary
$234.2M
Employees
7
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $234.2M | $234.2M | $0 | 7 | 1 |
| Apr 2016 | $234.2M | $234.2M | $0 | 7 | 1 |
| Mar 2016 | $234.2M | $234.2M | $0 | 7 | 1 |
| Sep 2015 | $317.4M | $317.4M | $0 | 8 | 11 |
| Apr 2015 | $317.4M | $317.4M | $0 | 8 | 11 |
| Mar 2015 | $317.4M | $317.4M | $0 | 8 | 11 |
| Mar 2014 | $329.1M | $329.1M | $0 | 8 | 11 |
| Nov 2013 | $351.6M | $351.6M | $0 | 9 | 11 |
| May 2013 | $351.6M | $351.6M | $0 | 9 | 11 |
| Apr 2013 | $351.6M | $351.6M | $0 | 9 | 11 |
| Mar 2013 | $245.1M | $245.1M | $0 | 9 | 11 |
| Mar 2012 | $264M | $264M | $0 | 6 | 11 |
| Mar 2012 | $264M | $264M | $0 | 6 | 11 |
| Mar 2011 | $253.9M | $253.9M | $0 | 10 | -- |
| Feb 2009 | $321.8M | $321.8M | $0 | 10 | -- |
| Jan 2008 | $453.4M | $453.4M | $0 | 10 | -- |
| Mar 2007 | $377.3M | $377.3M | $0 | 10 | -- |
| Nov 2006 | $263.8M | $263.8M | $0 | 10 | -- |
| Feb 2006 | $263.8M | $263.8M | $0 | 10 | -- |
| Apr 2004 | $85.9M | $85.9M | $0 | 10 | -- |
| Mar 2002 | $28M | $28M | $0 | 5 | -- |
DateJul 2016
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees7
Clients1
DateApr 2016
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees7
Clients1
DateSep 2015
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees8
Clients11
DateApr 2015
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees8
Clients11
DateMar 2015
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees8
Clients11
DateMar 2014
Total AUM$329.1M
Discretionary$329.1M
Non-Disc.$0
Employees8
Clients11
DateNov 2013
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees9
Clients11
DateMay 2013
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees9
Clients11
DateApr 2013
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees9
Clients11
DateMar 2013
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees9
Clients11
DateMar 2012
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients11
DateMar 2012
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees6
Clients11
DateMar 2011
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--