SUMMIT STRATEGIES INC
Legal name: SUMMIT STRATEGIES GROUP
CRD #107161 SEC #801-49120 ST LOUIS, MO 314-727-7211
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
62
Clients
--
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $3.9B | $3.9B | $0 | 62 | 67 |
| Mar 2018 | $3.9B | $3.9B | $0 | 62 | 67 |
| Aug 2017 | $3.1B | $3.1B | $0 | 69 | 26 |
| Mar 2017 | $3.1B | $3.1B | $0 | 69 | 26 |
| Nov 2016 | $3.1B | $3.1B | $0 | 68 | 26 |
| Apr 2016 | $3.1B | $3.1B | $0 | 68 | 26 |
| Mar 2016 | $3.1B | $3.1B | $0 | 68 | 26 |
| Nov 2015 | $1.5B | $1.5B | $0 | 66 | 26 |
| May 2015 | $1.5B | $1.5B | $0 | 66 | 26 |
| Mar 2015 | $1.5B | $1.5B | $0 | 66 | 26 |
| Nov 2014 | $1.3B | $1.3B | $0 | 70 | 26 |
| Jul 2014 | $1.3B | $1.3B | $0 | 70 | 26 |
| May 2014 | $1.3B | $1.3B | $0 | 70 | 26 |
| Mar 2014 | $1.3B | $1.3B | $0 | 70 | 26 |
| Jan 2014 | $940.4M | $940.4M | $0 | 60 | 26 |
| Apr 2013 | $940.4M | $940.4M | $0 | 60 | 26 |
| Mar 2012 | $229M | $229M | $0 | 51 | 26 |
| Jun 2011 | $133M | $133M | $0 | 51 | -- |
| Apr 2011 | $133M | $133M | $0 | 51 | -- |
| Jun 2010 | $108.4M | $108.4M | $0 | -- | -- |
| Mar 2010 | $108.4M | $108.4M | $0 | -- | -- |
| Mar 2009 | $15.5M | $15.5M | $0 | -- | -- |
| Mar 2008 | $21.6M | $21.6M | $0 | -- | -- |
| Mar 2007 | $16M | $16M | $0 | -- | -- |
| Nov 2006 | $16M | $16M | $0 | -- | -- |
DateMay 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees62
Clients67
DateMar 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees62
Clients67
DateAug 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees69
Clients26
DateMar 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees69
Clients26
DateNov 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees68
Clients26
DateApr 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees68
Clients26
DateMar 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees68
Clients26
DateNov 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees66
Clients26
DateMay 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees66
Clients26
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees66
Clients26
DateNov 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients26
DateJul 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients26
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients26
DateJan 2014
Total AUM$940.4M
Discretionary$940.4M
Non-Disc.$0
Employees60
Clients26
DateApr 2013
Total AUM$940.4M
Discretionary$940.4M
Non-Disc.$0
Employees60
Clients26
DateMar 2012
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees51
Clients26
DateJun 2011
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees--
Clients--