Form D · Private Equity Fund

Summit Global All Cap Equity Fund LP

Boulder, CO · CIK 0001655869

Offering snapshot reported Jan 22, 2025 · SEC filing

Reported sold
$78.2M
Indefinite offering
Investors reported
114
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$39.1M$78.2MOct 23, 2015: $3,900,000.00Oct 23, 2015Mar 18, 2016: $16,770,234.00Mar 1, 2017: $16,770,234.00Feb 5, 2020: $43,483,234.00Feb 5, 2021: $38,923,667.00Jan 24, 2022: $58,899,496.00Jan 23, 2023: $72,018,596.00Jan 22, 2024: $75,728,296.00Jan 22, 2025: $78,178,321.00Jan 22, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$75,728,296 → $78,178,321

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 22, 2025Amendment$78,178,321$2,450,025vs Jan 22, 2024114SEC filing
Jan 22, 2024Amendment$75,728,296$3,709,700vs Jan 23, 2023114SEC filing
Jan 23, 2023Amendment$72,018,596$13,119,100vs Jan 24, 2022115SEC filing
Jan 24, 2022Amendment$58,899,496$19,975,829vs Feb 5, 2021111SEC filing
Feb 5, 2021Amendment$38,923,667-$4,559,567vs Feb 5, 2020102SEC filing
Feb 5, 2020Amendment$43,483,234$26,713,000vs Mar 1, 201792SEC filing
Jan 24, 2020Amendment$43,193,234$7,383,000vs Mar 20, 201791SEC filing
Jan 25, 2019Amendment$36,718,234$908,000vs Mar 20, 201778SEC filing
Mar 19, 2018Amendment$39,548,234$3,738,000vs Mar 20, 201785SEC filing
Mar 20, 2017Initial$35,810,234No comparison75SEC filing
Mar 1, 2017Amendment$16,770,234$0vs Mar 18, 201642SEC filing
Mar 18, 2016Amendment$16,770,234$12,870,234vs Oct 23, 201542SEC filing
Oct 23, 2015Initial$3,900,000No comparison15SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-250009

Source: Form D, filed Jan 22, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SUMMIT GLOBAL ALL CAP EQUITY FUND LP

Investment adviser: PATHSTONE FAMILY OFFICE, LLC

Gross asset value
$58.5M
Beneficial owners
142
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES MIAMI, Florida, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC DENVER, Colorado, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

Filing source

Form ADV 2081708 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1737128655

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Robert Douglas Bonnette Executive
Eric John Kramer Executive, Promoter
Hull Kirk Mc Kinnon Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1050 Walnut Street Ste 402
Boulder, CO, 80302