Investment adviser · CRD 171443

SUMMIT AG INVESTORS, LLC

Investment adviser filing (IA)

ALDEN, IA, United States · Form ADV filed Aug 19, 2014

Regulatory AUM
$163M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SUMMIT AG FUND I, LLPPrivate Equity Fund · Last reported Aug 19, 2014$36.7MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7684111138
Reported beneficial owners
44
Minimum commitment
$500K

Form ADV 840055 · Aug 19, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMMIT PORK I, LLPPrivate Equity Fund · Last reported Aug 19, 2014$23.1MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3332187213
Reported beneficial owners
16
Minimum commitment
$100K

Form ADV 840055 · Aug 19, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMMIT BRAZIL, LLCPrivate Equity Fund · Last reported Aug 19, 2014$17.4MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4221790136
Reported beneficial owners
43
Minimum commitment
$1M

Form ADV 840055 · Aug 19, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMMIT AG FUND II, LLPPrivate Equity Fund · Last reported Aug 19, 2014$14.2MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9800345245
Reported beneficial owners
46
Minimum commitment
$1M

Form ADV 840055 · Aug 19, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMMIT BRAZIL RENEWABLES I, LLCPrivate Equity Fund · Last reported Aug 19, 2014$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2775642055
Reported beneficial owners
48
Minimum commitment
$250K

Form ADV 840055 · Aug 19, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 19, 2014. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

10640 COUNTY HIGHWAY D20
ALDEN, IA, 50006, United States

CRD 171443

Filing source

Form ADV 840055 · Aug 19, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.