SUMMIT PRIVATE INVESTMENTS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
105373
Registered since
August 26, 2016

Firm profile

FINTRX

Overview

Summit Private Investments, Inc. is a small corporate investment advisor set up in 2016 that operates primarily as a commodity pool operator/commodity trading advisor and as a sponsor/GP/managing member of pooled investment vehicles. The firm’s activity centers on managing pooled hedge fund structures rather than providing segmented advisory relationships or separate-account management. Summit is not positioned as an ESG investor and is not structured as a multi-state adviser or pension consultant; its ownership is listed as individual and the firm is classified as unclassified. Given its CPO/CTA designation and role as sponsor and general partner, the firm’s day-to-day focus appears to be on structuring, operating and trading within pooled alternative strategies. That profile implies an emphasis on manager selection, portfolio construction for pooled vehicles, and use of derivatives and other instruments common to commodity and hedge fund strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JEFFREY KARP

    President and Chief Compliance OfficerCRD 2406907

Contacts

1 of 1
  • STACEY KARP

    OwnerCRD 4933417

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
47 Maple St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth