SUMMIT PRIVATE INVESTMENTS, INC.
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 105373
- Registered since
- August 26, 2016
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY KARP
President and Chief Compliance OfficerCRD 2406907
Contacts
1 of 1STACEY KARP
OwnerCRD 4933417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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