SUMMIT STRATEGIES INC of ST LOUIS, MO is an SEC-registered investment adviser (CRD 107161). Regulatory assets under management: $3.9B.
| Name | Role | Location |
|---|---|---|
| HOLMES CHARLES RAYMOND | CEO, SHAREHOLDER; SHAREHOLDER | — |
| HOLMES STEPHEN PATRICK | PRESIDENT, MANAGING DIRECTOR, PRINCIPAL; PRESIDENT, MANAGING DIRECTOR, SHAREHOLDER; PRINCIPAL, MANAGING DIRECTOR, PRESIDENT | — |
| HOLMES DANIEL JOSEPH | PRINCIPAL; SECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; SECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDER (+3 more) | — |
| FOX CHRISTOPHER CARL | MANAGING DIRECTOR, SHAREHOLDER; SHAREHOLDER | — |
| POLLIHAN THOMAS PATRICK | MANAGING DIRECTOR, PRINCIPAL; MANAGING DIRECTOR, SHAREHOLDER; PRINCIPAL, MANAGING DIRECTOR | — |
| DAHM JAMES ERNST | SHAREHOLDER | — |
| SANT TIMOTHY S | SHAREHOLDER | — |
| KELLER MARK ALAN | MANAGING DIRECTOR; MANAGING DIRECTOR, PRINCIPAL; PRINCIPAL, MANAGING DIRECTOR | — |
| BEARD CHARLES RICHARD | MANAGING DIRECTOR, SHAREHOLDER | — |
| HAYNES DANIEL EVERETT | CHIEF COMPLIANCE OFFICER | — |
| RALPH ERIC JASON | MANAGING DIRECTOR, PRINCIPAL; MANAGING DIRECTOR, SHAREHOLDER | — |
| MOORE CHRISTOPHER ADAM | CHIEF INVESTMENT OFFICER; PRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| HAYDEN TIMOTHY ANDREW | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; PRINCIPAL, FINANCE & ADMINISTRATION; PRINCIPAL, MANAGING DIRECTOR (+1 more) | — |
| Brown Roger Leo | MANAGING DIRECTOR | — |
Other Private Fund: 8 · Private Equity Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SUMMIT STRATEGIC SOLUTIONS, LLC - GLOBAL EQUITY SERIES | Other Private Fund | — | 19 | $291.7M | $1.0M |
| SUMMIT STRATEGIC SOLUTIONS, LLC - DOMESTIC EQUITY SERIES | Other Private Fund | — | 19 | $254.5M | $1.0M |
| SUMMIT STRATEGIC SOLUTIONS, LLC - FIXED INCOME SERIES | Other Private Fund | — | 17 | $131.0M | $1.0M |
| SUMMIT STRATEGIC SOLUTIONS, LLC - GROWTH HEDGE FUNDS SERIES | Other Private Fund | — | 7 | $74.0M | $1.0M |
| SUMMIT STRATEGIC SOLUTIONS, LLC - INCOME HEDGE FUND SERIES | Other Private Fund | — | 5 | $67.2M | $1.0M |
| SSG PRIVATE SOLUTIONS, LLC - SUMMIT STRATEGIES COI FUND I, L.P. | Private Equity Fund | — | 34 | $57.3M | — |
| SUMMIT STRATEGIC SOLUTIONS, LLC - LIQUID EQUITY SURROGATES SERIES | Other Private Fund | — | 13 | $36.3M | $1.0M |
| SUMMIT STRATEGIC SOLUTIONS, LLC - DIVERSIFICATION HEDGE FUNDS SERIES | Other Private Fund | — | 2 | $34.4M | $1.0M |
| SUMMIT PRIVATE CAPITAL, LLC - SERIES 2016 | Private Equity Fund | — | 5 | $28.8M | — |
| SUMMIT STRATEGIC SOLUTIONS, LLC - LIQUID DIVERSIFIERS SERIES | Other Private Fund | — | 11 | $24.2M | $1.0M |