Form D · Investing

Summit Strategic Opportunities Fund I, LLC

Bellevue, WA · CIK 0001500323

Offering snapshot reported Sep 2, 2010 · SEC filing

Reported sold
$1M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Sep 1, 2010
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 2, 2010Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-147239

Source: Form D, filed Sep 2, 2010. 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 STRATEGIC OPPORTUNITIES FUND I, LLC

Investment adviser: SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

Gross asset value
$860K
Beneficial owners
6
ADV minimum commitment
$100K

Reported in Form ADV on Mar 23, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BREARD & ASSOCIATES NORTHRIDGE, California, United States
Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 895970 · Mar 23, 2015 · Schedule D 7.B.(1), fund 805-8083832342

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
Christopher Y. Yoo Executive

Issuer details

Industry: Investing (See others in industry)

Address:
10655 Ne 4 Th Street, Suite 500
Bellevue, WA, 98004