TrueAdvisor
TrueAdvisor

Summit Private Investments, INC.

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Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

N/A

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

N/A

About This Firm

Summit Private Investments (SPI) manages fund-of-hedge-funds with the goal of strong returns while controlling risk. SPI invests in funds with talented managers using a hedged approach to stock market investing based on market fundamentals. SPI also manages traditional assets for high net worth individuals, implementing investment programs primarily through mutual funds and private partnerships. SPI does not provide investment advice directly to investors in the Funds individually.

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.35% to 1.00% and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementHigh Net Worth
Location

47 Maple St, Ste 103, Summit, NJ, 07901-2571

0 Advisors at this firm

No advisors found for this firm.