# SUMMIT STRATEGIES INC

SUMMIT STRATEGIES INC of ST LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 107161
- Type: SEC-registered investment adviser
- SEC file number: 801-49120
- Location: 8182 MARYLAND AVE, 6TH FLOOR, ST LOUIS, MO, 63105-3771
- Phone: 314-727-7211
- Latest filing: 2018-05-04
- Regulatory AUM: $3.9B
- Discretionary AUM: $3.9B
- Clients: 62
- Accounts: 25

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [HOLMES CHARLES RAYMOND](https://search.stillhousedata.com/person/735252) | CEO, SHAREHOLDER; SHAREHOLDER | — |
| [HOLMES STEPHEN PATRICK](https://search.stillhousedata.com/person/735253) | PRESIDENT, MANAGING DIRECTOR, PRINCIPAL; PRESIDENT, MANAGING DIRECTOR, SHAREHOLDER; PRINCIPAL, MANAGING DIRECTOR, PRESIDENT | — |
| [HOLMES DANIEL JOSEPH](https://search.stillhousedata.com/person/735254) | PRINCIPAL; SECRETARY, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; SECRETARY, MANAGING DIRECTOR, CCO & SHAREHOLDER (+3 more) | — |
| [FOX CHRISTOPHER CARL](https://search.stillhousedata.com/person/735255) | MANAGING DIRECTOR, SHAREHOLDER; SHAREHOLDER | — |
| [POLLIHAN THOMAS PATRICK](https://search.stillhousedata.com/person/735256) | MANAGING DIRECTOR, PRINCIPAL; MANAGING DIRECTOR, SHAREHOLDER; PRINCIPAL, MANAGING DIRECTOR | — |
| [DAHM JAMES ERNST](https://search.stillhousedata.com/person/735257) | SHAREHOLDER | — |
| [SANT TIMOTHY S](https://search.stillhousedata.com/person/735258) | SHAREHOLDER | — |
| [KELLER MARK ALAN](https://search.stillhousedata.com/person/738808) | MANAGING DIRECTOR; MANAGING DIRECTOR, PRINCIPAL; PRINCIPAL, MANAGING DIRECTOR | — |
| [BEARD CHARLES RICHARD](https://search.stillhousedata.com/person/781240) | MANAGING DIRECTOR, SHAREHOLDER | — |
| [HAYNES DANIEL EVERETT](https://search.stillhousedata.com/person/812470) | CHIEF COMPLIANCE OFFICER | — |
| [RALPH ERIC JASON](https://search.stillhousedata.com/person/820556) | MANAGING DIRECTOR, PRINCIPAL; MANAGING DIRECTOR, SHAREHOLDER | — |
| [MOORE CHRISTOPHER ADAM](https://search.stillhousedata.com/person/832791) | CHIEF INVESTMENT OFFICER; PRINCIPAL, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| [HAYDEN TIMOTHY ANDREW](https://search.stillhousedata.com/person/832792) | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; PRINCIPAL, FINANCE & ADMINISTRATION; PRINCIPAL, MANAGING DIRECTOR (+1 more) | — |
| [Brown Roger Leo](https://search.stillhousedata.com/person/835256) | MANAGING DIRECTOR | — |


## Private funds (10)

Mix: Other Private Fund 8 · Private Equity Fund 2

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (2)

- administrator: SS&C TECHNOLOGIES, INC — 8 funds
- administrator: SS&C TECNOLOGIES, INC — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107161/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107161/similar
- Related entities: https://search.stillhousedata.com/firm/107161/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107161

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.