Summit Private Investments, Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $108M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Summit Private Investments Ii, L.P. master | Hedge Fund | Delaware | $62.1M | 33 |
| Summit Private Investments I, L.P. feeder | Hedge Fund | Delaware | $28.5M | 23 |
| Spi Mlp & Energy Fund, Lp | Hedge Fund | Delaware | $17.1M | 15 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Karp, Stacey | Owner | Jan 2005 (22y) | 25% – 50% | |
| Karp, Jeffrey, Martin | President | Jan 2008 (19y) | 50% – 75% | |
| Karp, Ronald, Allan | Chairman | Jan 2008 (19y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $108M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Summit Private Investments Ii, L.P. | Hedge Fund | $62.1M | $500K | 33 |
| Summit Private Investments I, L.P. | Hedge Fund | $28.5M | $500K | 23 |
| Spi Mlp & Energy Fund, Lp | Hedge Fund | $17.1M | $500K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗