Investment adviser · CRD 110188

SUMMIT INVESTMENT MANAGEMENT, LTD.

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Apr 26, 2012

Regulatory AUM
$53.8M
Form ADV · Item 5.F
Client accounts
86
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 26, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

400 EAST WISCONSIN AVENUE, SUITE 102
MILWAUKEE, WI, 53202, United States

CRD 110188

Filing source

Form ADV 643337 · Apr 26, 2012 · 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.