Form D · Hedge Fund

Summit Water Development, L.P.

San Diego, CA · CIK 0001462778

Offering snapshot reported Aug 14, 2019 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 12, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$102M$204MJul 16, 2010: $116,270,000.00Jul 16, 2010Jul 16, 2010: $153,827,423.00Oct 20, 2011: $153,827,423.00May 1, 2012: $153,827,423.00Apr 29, 2013: $203,827,398.00Apr 4, 2014: $203,827,398.00Apr 1, 2015: $203,827,398.00Mar 15, 2016: $203,827,398.00Mar 9, 2017: $203,827,398.00Feb 27, 2018: $203,827,398.00Feb 13, 2019: $203,827,398.00Aug 14, 2019: $0.00Aug 14, 2019

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$203,827,398 → $0
  • Reported investors18 → 0

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2019Amendment$0-$203,827,398vs Feb 13, 20190SEC filing
Feb 13, 2019Amendment$203,827,398$0vs Feb 27, 201818SEC filing
Feb 27, 2018Amendment$203,827,398$0vs Mar 9, 201718SEC filing
Mar 9, 2017Amendment$203,827,398$0vs Mar 15, 201618SEC filing
Mar 15, 2016Amendment$203,827,398$0vs Apr 1, 201518SEC filing
Apr 1, 2015Amendment$203,827,398$0vs Apr 4, 201418SEC filing
Apr 4, 2014Amendment$203,827,398$0vs Apr 29, 201318SEC filing
Apr 29, 2013Amendment$203,827,398$49,999,975vs May 1, 201218SEC filing
May 1, 2012Amendment$153,827,423$0vs Oct 20, 201116SEC filing
Oct 20, 2011Amendment$153,827,423$0vs Jul 16, 201016SEC filing
Jul 16, 2010Amendment$153,827,423$37,557,423vs Jul 16, 201019SEC filing
Jul 16, 2010Initial$116,270,000No comparison17SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-145135
The Fund was liquidated and closed effective 07/25/2019.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Monitor Capital, LLC146087
Damien HatfieldNoneHatfield & Liptalc Advisors
William U. Tarr5014176Growth Capital Services Inc. · CRD 124658
Christopher D. Whatley5175811Growth Capital Services Inc. · CRD 124658
James B. Everett5391237Growth Capital Services Inc. · CRD 124658
Michael Oshiro2271174Centara Capital Securities Inc · CRD 130702

Source: Form D, filed Aug 14, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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 G. Anfuso Executive
Paul Ang Executive
John Dickerson Director, Executive
Matt Dickerson Executive
Craig King Engler Executive
Judson Hill Executive
Albert Judson Hill Executive
Steve Maxwell Executive
John Mc Intyre Executive
Michael Scholehuber Executive
N/A Summit Global Management, Inc. Promoter
N/A Summit Water Asset Management, Llc Promoter
Eric Benjamin Vanderhye Executive
Timothy Brian Walsh Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Summit Water Asset Management, Llc 4653 Carmel Mountain Rd, Suite 308 99
San Diego, CA, 92130