SUMMIT INVESTMENT PARTNERS, INC.
CRD #105747 SEC #801-28377 CINCINNATI, OH 513-632-1600
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
--
Clients
--
Accounts
27
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTH, ROBERT, CARL | I | DIRECTOR | NA | Control |
| BARTH, ROBERT, CARL | I | DIRECTOR | NA | Control |
| COLE, DONALD, STEPHEN | I | MANAGING DIRECTOR | NA | |
| COLE, DONALD, STEPHEN | I | VICE PRESIDENT | NA | |
| COLE, DONALD, STEPHEN | I | MANAGING DIRECTOR | NA | |
| COLE, DONALD, STEPHEN | I | MANAGING DIRECTOR | NA | |
| COLE, DONALD, STEPHEN | I | MANAGING DIRECTOR | NA | |
| COLE, DONALD, STEPHEN | I | MANAGING DIRECTOR | NA | |
| DIKE, KAREN, D | I | SECRETARY | NA | Control |
| DIKE, KAREN, D | I | SECRETARY | NA | Control |
| DILLENBURG, STEPHEN, JOSEPH | I | MANAGING DIRECTOR | NA | |
| DILLENBURG, STEPHEN, JOSEPH | I | MANAGING DIRECTOR | NA | |
| ELSAESSER, MARK, CHARLES | I | VICE PRESIDENT | NA | Control |
| ELSAESSER, MARK, CHARLES | I | VICE PRESIDENT | NA | Control |
| ELSAESSER, MARK, CHARLES | I | VICE PRESIDENT | NA | Control |
| FERGUSON, BRUCE, ALAN | I | MANAGING DIRECTOR | NA | |
| FERGUSON, BRUCE, ALAN | I | MANAGING DIRECTOR | NA | |
| FERGUSON, BRUCE, ALAN | I | MANAGING DIRECTOR | NA | |
| FERGUSON, BRUCE, ALAN | I | MANAGING DIRECTOR | NA | |
| FERGUSON, BRUCE, ALAN | I | MANAGING DIRECTOR | NA | |
| HERBERT, GERALD, QUINTIN | I | CONTROLLER AND TREASURER (03/2006) | NA | Control |
| HERBERT, GERALD, QUINTIN | I | CONTROLLER | NA | |
| HERBERT, GERALD, QUINTIN | I | TREASURER (03/2006) | NA | Control |
| HERBERT, GERALD, QUINTIN | I | TREASURER (03/2006) | NA | Control |
| HERBERT, GERALD, QUINTIN | I | CONTROLLER AND TREASURER (03/2006) | NA | Control |
| HERBERT, GERALD, QUINTIN | I | CONTROLLER | NA | |
| HERBERT, GERALD, QUINTIN | I | CONTROLLER AND TREASURER (03/2006) | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| HUFFMAN, GARY, THOMAS | I | DIRECTOR | NA | Control |
| JACOBS, JOHN, HALE | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| JOHNSON, DALE, DONALD | I | DIRECTOR | NA | Control |
| KNIPPER, THOMAS, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIPPER, THOMAS, GERARD | I | TREASURER AND CHIEF COMPLIANCE OFFICER (08/2004 | NA | |
| KNIPPER, THOMAS, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIPPER, THOMAS, GERARD | I | TREASURER | NA | |
| KNIPPER, THOMAS, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIPPER, THOMAS, GERARD | I | TREASURER AND CHIEF COMPLIANCE OFFICER (08/2004 | NA | |
| KNIPPER, THOMAS, GERARD | I | TREASURER | NA | |
| KNIPPER, THOMAS, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIPPER, THOMAS, GERARD | I | TREASURER AND CHIEF COMPLIANCE OFFICER (08/2004 | NA | |
| KNIPPER, THOMAS, GERARD | I | TREASURER | NA | |
| KNIPPER, THOMAS, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | Control |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | Control |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | Control |
| LANGE, ROBERT, GLENN | I | DIRECTOR | NA | Control |
| LANGE, ROBERT, GLENN | I | DIRECTOR | NA | Control |
| LESTER, WILLIAM, WALLACE | I | DIRECTOR, PRESIDENT AND CEO | NA | Control |
| LESTER, WILLIAM, WALLACE | I | DIRECTOR, PRESIDENT AND CEO | NA | Control |
| LESTER, WILLIAM, WALLACE | I | DIRECTOR | NA | Control |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | Control |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | Control |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | |
| LUCAS, JOHN, MICHAEL | I | ASSISTANT SECRETARY | NA | Control |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | Control |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | Control |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | |
| MCGLYNN, JAMES, ROY | I | MANAGING DIRECTOR | NA | Control |
| MIKUS, JAMES | I | SENIOR VICE PRESIDENT | NA | Control |
| MIKUS, JAMES | I | SENIOR VICE PRESIDENT | NA | Control |
| RODMAKER, GARY, RUSSELL | I | VICE PRESIDENT | NA | Control |
| RODMAKER, GARY, RUSSELL | I | MANAGING DIRECTOR | NA | |
| RODMAKER, GARY, RUSSELL | I | VICE PRESIDENT | NA | Control |
| RODMAKER, GARY, RUSSELL | I | SECOND VICE PRESIDENT | NA | |
| RODMAKER, GARY, RUSSELL | I | VICE PRESIDENT | NA | Control |
| RODMAKER, GARY, RUSSELL | I | MANAGING DIRECTOR | NA | |
| RODMAKER, GARY, RUSSELL | I | MANAGING DIRECTOR | NA | |
| RODMAKER, GARY, RUSSELL | I | VICE PRESIDENT | NA | Control |
| RODMAKER, GARY, RUSSELL | I | MANAGING DIRECTOR | NA | |
| RODMAKER, GARY, RUSSELL | I | MANAGING DIRECTOR | NA | |
| RODMAKER, GARY, RUSSELL | I | VICE PRESIDENT | NA | Control |
| ROSSI, HARRY | I | DIRECTOR | NA | Control |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | Control |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SCHULTZ, MICHAEL, JAMES | I | SECOND VICE PRESIDENT | NA | |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | Control |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SCHULTZ, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| SUTERMEISTER, STEVEN, ROBERT | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| THOMPSON, JOHN, NEIL | I | ASSISTANT VICE PRESIDENT | NA | |
| THOMPSON, JOHN, NEIL | I | ASSISTANT VICE PRESIDENT | NA | |
| THOMPSON, JOHN, NEIL | I | ASSISTANT VICE PRESIDENT | NA | |
| VALERIUS, STEVEN, JOSEPH | I | DIRECTOR | NA | Control |
| VALERIUS, STEVEN, JOSEPH | I | DIRECTOR | NA | Control |
| VALERIUS, STEVEN, JOSEPH | I | DIRECTOR | NA | Control |
| WEISENBURGER, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | |
| WEISENBURGER, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | |
| WEISENBURGER, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | |
| WEISENBURGER, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMERITAS HOLDING COMPANY | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| AMERITAS HOLDING COMPANY | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| AMERITAS HOLDING COMPANY | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| AMERITAS HOLDING COMPANY | DE | AMERITAS LIFE INSURANCE CORP | E | Control |
| AMERITAS HOLDING COMPANY | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| AMERITAS HOLDING COMPANY | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| AMERITAS LIFE INSURANCE CORP | DE | THE UNION CENTRAL LIFE INSURANCE COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| UNIFI MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Mar 30, 2007 REGISTERED
Notice Filings (1)
OH
Address
312 WALNUT STREET, SUITE 2500CINCINNATI, OH 45202-4028
USA
Phone: 513-632-1600