Form D · Private Equity Fund

Summit Private Capital, LLC - Series 2016

St. Louis, MO · CIK 0001678391

Offering snapshot reported Aug 8, 2017 · SEC filing

Reported sold
$28.8M
Offering amount: $28.8M
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 7, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 8, 2017Amendment$28,750,000No comparison5SEC filing
Jun 30, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-266165

Source: Form D, filed Aug 8, 2017. 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 PRIVATE CAPITAL, LLC

Investment adviser: MERCER INVESTMENTS LLC

Gross asset value
$28.3M
Beneficial owners
5
ADV minimum commitment
$0

Reported in Form ADV on Aug 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP BOSTON, Massachusetts, United States
Custodian COMERICA BANK DETROIT, Michigan, 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

DELOITTE & TOUCHE, LLP
PCAOB 34

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

Filing source

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1), fund 805-8962379600

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
Stephen P. Holmes Executive
N/A Summit Strategies, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8182 Maryland Ave., 6 Th Floor
St. Louis, MO, 63105