Summit Private Investments (SPI) manages fund-of-hedge-funds with the goal of providing strong returns while controlling risk. SPI invests in funds with talented managers using a hedged approach to stock market investing. 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.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.35% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.