PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:48 AM ET

Sponsor Check › Sponsor group

S

Summit

One sponsor team, 4 deal companies · St. Louis, MO

Grouped because: 1 shared person, 1 shared management entity, same business address (4 issuers), similar issuer names (3) (automatic match from the filings) · not the same sponsor?

4deal companies
$1.01Breported sold
34investors
11Form D filings
2012–2018active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 10, 2018 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Summit is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared management entity, same business address, similar issuer names, shared people; automatic match from the filings), filing 11 Form D filings between Sep 2012 and Jan 2018.

What this means One team, 4 deal companies, about 6 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.01B to 34 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4). Issuers are based in MO (4).

What this means $1.01B raised across the group, about $29.8M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Summit Strategies, Inc. (4 issuers, executive officer, entity), Stephen P. Holmes (3 issuers, executive officer) and SSG Private Solutions, LLC (1 issuer, executive officer, entity).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jan 10, 2018.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 6 court cases matching the name, 10 bankruptcy cases matching the name listed in Key records below.

What this means 16 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 11 public filings for Summit and found 4 differences: Summit includes 2 deals that stopped filing before reaching their target; No amendment in the last 12 months on an offering that may still be open; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Summit has not run yet — it is joining a line of 27,616 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

6 cases: 1 open, 2 closed (disposition not in docket feed), 1 judgment, 2 dismissed

United States Steel Corporation v. Summit Inc open matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:24-cv-00126 · Filed Apr 11, 2024 · Nature of suit: Other Statutory Actions · Cause: 49:14706 Damages to Interstate Shipments by Motor Carriers
Role of Summit Inc: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state)
United States Steel Corporation v. Summit, Inc. closed matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:24-cv-00116 · Filed Apr 2, 2024 · Closed Apr 4, 2024
Role of Summit, Inc.: Defendant · Outcome: Terminated 2024-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state)
Bank of America NA v. Summit Inc judgment matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:11-cv-00323 · Filed Sep 2, 2011 · Closed Apr 9, 2013 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Summit Inc: Defendant · Outcome: Terminated 2013-04-09 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state)
Sasso v. Summit Corp. closed matched at sponsor-group level (Summit)
District Court, E.D. New York · No. 1:91-cv-00844 · Filed Mar 8, 1991 · Closed Jun 6, 1991
Role of Summit Corp.: Defendant · Outcome: Terminated 1991-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1991, issuer incorporated 2013
Labor v. Summit Corp dismissed matched at sponsor-group level (Summit)
District Court, D. Massachusetts · No. 1:87-cv-02647 · Filed Oct 29, 1987 · Closed Jun 21, 1990 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Summit Corp: Defendant · Outcome: Terminated 1990-06-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1987, issuer incorporated 2013
SUMMIT LTD v. LEVY dismissed matched at sponsor-group level (Summit)
District Court, S.D. New York · No. · Filed Aug 23, 1985 · Closed Oct 2, 1987 · Nature of suit: 190 Other contract actions
Role of SUMMIT LTD: Plaintiff · Outcome: Terminated 1987-10-02 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1985, issuer incorporated 2013
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Summit..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

10 cases: 10 closed (disposition not in docket feed)

Summit, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, C.D. California · No. 2:22-bk-13853 · Filed Jul 15, 2022 · Closed Jun 1, 2023
Role of Summit, LLC: Debtor · Outcome: Case closed 2023-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Boyd v. Summit, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, W.D. Michigan · No. 10-80270 · Filed Apr 1, 2010 · Closed Apr 5, 2011
Role of Summit, Inc.: Defendant · Outcome: Case closed 2011-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2010, issuer incorporated 2013
Hoerner v. Summit, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, W.D. Michigan · No. 04-88636 · Filed Aug 17, 2004 · Closed Oct 3, 2005
Role of Summit, LLC: Defendant · Outcome: Case closed 2005-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2004, issuer incorporated 2013
CHARTER BHS OF NEW JERSEY/SUMMIT, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Delaware · No. 00-01031 · Filed Feb 16, 2000 · Closed Feb 20, 2004
Role of SUMMIT, LLC: Debtor · Outcome: Case closed 2004-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state); filed 2000, issuer incorporated 2013
Summit Company v. Pizza Hut of America, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 96-2115 · Filed Mar 8, 1996 · Closed Jan 22, 1997
Role of Summit Company: Plaintiff · Outcome: Case closed 1997-01-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1996, issuer incorporated 2013
Summit Company v. Ali, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 95-2896 · Filed Oct 31, 1995 · Closed Feb 19, 1997
Role of Summit Company: Plaintiff · Outcome: Case closed 1997-02-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1995, issuer incorporated 2013
City of Jersey City v. Summit Company closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 94-2250 · Filed Apr 20, 1994 · Closed Dec 16, 1994
Role of Summit Company: Defendant · Outcome: Case closed 1994-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1994, issuer incorporated 2013
Summit Company closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 94-20460 · Filed Jan 25, 1994 · Closed Nov 17, 1997
Role of Summit Company: Debtor · Outcome: Case closed 1997-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1994, issuer incorporated 2013
Leonard v. Summit, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Oregon · No. 91-03485 · Filed Oct 3, 1991 · Closed Nov 7, 1991
Role of Summit, Inc.: Defendant · Outcome: Case closed 1991-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OR (not the issuer's state); filed 1991, issuer incorporated 2013
Summit Corporation closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Massachusetts · No. 87-10830 · Filed May 28, 1987 · Closed Oct 28, 1997
Role of Summit Corporation: Debtor · Outcome: Case closed 1997-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1987, issuer incorporated 2013
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

4 differences found between the filings for Summit (compared 11 filings on Oct 24, 2026)

Note · Aug 8, 2017 – Jan 10, 2018

Summit includes 2 deals that stopped filing before reaching their target

Summit Private Capital, LLC - Series 2018 (last filing Jan 10, 2018; $0 sold of $100,000,000); Summit Private Capital, LLC - Series 2016 (last filing Aug 8, 2017; $28,750,000 sold of $100,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Summit Private Capital, LLC - Series 2018 — PartnerFacts page ↗Summit Private Capital, LLC - Series 2016 — PartnerFacts page ↗
Sources
Note · Sep 4, 2012 – Mar 22, 2017

No amendment in the last 12 months on an offering that may still be open — Summit Strategic Solutions LLC (latest filing Mar 22, 2017)

The latest filing for this offering is dated Mar 22, 2017 (first sale Sep 4, 2012). It reports $928,777,817 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 22, 2017 ↗Summit Strategic Solutions LLC — PartnerFacts page ↗
Sources
Note · Feb 8, 2016 – Feb 3, 2017

No amendment in the last 12 months on an offering that may still be open — Summit Strategies COI Fund I, L.P. (latest filing Feb 3, 2017)

The latest filing for this offering is dated Feb 3, 2017 (first sale Feb 8, 2016). It reports $57,265,000 sold of $100,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Feb 3, 2017 ↗Summit Strategies COI Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 30, 2016 – Aug 8, 2017

Offering amount lowered between filings — Summit Private Capital, LLC - Series 2016

The Jun 30, 2016 filing says $100,000,000 offered; the Aug 8, 2017 Form D/A says $28,750,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Jun 30, 2016 ↗Form D/A (later) · Aug 8, 2017 ↗Summit Private Capital, LLC - Series 2016 — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 4 offerings report sales commissions; 0 report finder's fees; 1 reports proceeds to related persons totalling $200,427. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 10, 2018 D
Summit Private Capital, LLC - Series 2018
File 021-302867
$0$0$0
The Manager or an affiliate thereof will receive a fee for management services. The amount to be paid, number of years to be paid and extent to be paid out of adjusted gross proceeds is unknown at this time.
None listed on this filingEDGAR ↗
Aug 8, 2017 D/A
Summit Private Capital, LLC - Series 2016
File 021-266165
$0$0$0
The Manager or an affiliate thereof will receive a fee for management services. The amount to be paid, number of years to be paid and extent to be paid out of adjusted gross proceeds is unknown at this time.
None listed on this filingEDGAR ↗
Mar 22, 2017 D/A
Summit Strategic Solutions LLC
File 021-184253
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2017 D/A
Summit Strategies COI Fund I, L.P.
File 021-256903
$0$0$200,427 (est.)
An affiliate of the General Partner will receive a fee for management services. The amount referenced above is an annual fee, to be charged quarterly in arrears.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 4 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:46 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Summit in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:46 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2009–2026) — 898,776 records, loaded Oct 24, 2026, 7:46 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2009–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:46 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SS Summit Strategic Solutions LLCshared management entity, same business address, similar issuer namesST. LOUIS, MOPooled Investment Fund6$928,777,817
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2017
EDGAR ↗SS Summit Strategies COI Fund I, L.P.shared people, shared management entity, same business addressST. LOUIS, MOPooled Investment Fund2$57,265,000
offering $100,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2017
EDGAR ↗SP Summit Private Capital, LLC - Series 2016shared people, shared management entity, same business address, similar issuer namesST. LOUIS, MOPooled Investment Fund2$28,750,000
offering $28,750,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2017
EDGAR ↗SP Summit Private Capital, LLC - Series 2018shared people, shared management entity, same business address, similar issuer namesST. LOUIS, MOPooled Investment Fund1$0
offering $100,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 10, 2018Summit Private Capital, LLC - Series 2018DPooled Investment Fund$100,000,000$0
EDGAR ↗Aug 8, 2017Summit Private Capital, LLC - Series 2016D/APooled Investment Fund$28,750,000$28,750,000
EDGAR ↗Mar 22, 2017Summit Strategic Solutions LLCD/APooled Investment FundIndefinite$928,777,817
EDGAR ↗Feb 3, 2017Summit Strategies COI Fund I, L.P.D/APooled Investment Fund$100,000,000$57,265,000
EDGAR ↗Jun 30, 2016Summit Private Capital, LLC - Series 2016DPooled Investment Fund$100,000,000$0
EDGAR ↗Apr 1, 2016Summit Strategic Solutions LLCD/APooled Investment FundIndefinite$836,643,691
EDGAR ↗Feb 5, 2016Summit Strategies COI Fund I, L.P.DPooled Investment Fund$100,000,000$0
EDGAR ↗Apr 2, 2015Summit Strategic Solutions LLCD/APooled Investment FundIndefinite$740,822,677
EDGAR ↗Apr 9, 2014Summit Strategic Solutions LLCD/APooled Investment FundIndefinite$606,072,496
EDGAR ↗Apr 9, 2013Summit Strategic Solutions LLCD/APooled Investment FundIndefinite$235,380,000
EDGAR ↗Sep 17, 2012Summit Strategic Solutions LLCDPooled Investment FundIndefinite$216,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 10, 2018. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Pooled Investment Fund (2012–2018).

People across the group

NameRolesIssuers hereFirst → last listed
SS Summit Strategies, Inc. entityExecutive Officer4Sep 17, 2012 → Jan 10, 2018
SH Stephen P. HolmesExecutive Officer3Feb 5, 2016 → Jan 10, 2018
SP SSG Private Solutions, LLC entityExecutive Officer1Feb 5, 2016 → Feb 3, 2017

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Summit.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Summit as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Summit's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #273,680 of 374,652 in line (1,341 issuers searched so far). One-tap searches: Look further ↓

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Change history

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Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: ST. LOUIS), MO). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Missouri Case.net ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Missouri Secretary of State business search ↗OpenCorporates ↗