SUMMIT EQUITIES INC Overview
Summit Equities Inc is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 250 employees, of which 80 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 09/30/17. The fund's latest filing disclosed 543MM in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 09/30/17. The fund's latest filing disclosed 543MM in positions, representing 21% of the manager's regulatory AUM.
SUMMIT EQUITIES INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUMMIT EQUITIES INC Since Last Filing Return Details
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FEATURED IN
SUMMIT EQUITIES INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven Weinman | President & Chairman Of Board | November-1982 |
| Salvadore Robert Salvo | Director | March-1982 |
| Rembert Durbin Iii Mcneer | Vp, Cfo | April-1986 |
| Joseph Francis Rowek | Vp | January-1999 |
| Michael Collin Bremer | Vp Operations | September-2007 |
| Miriam Lefkowitz | Chief Legal Officer & Chief Compliance Officer, Vp | September-2014 |
SUMMIT EQUITIES INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SUMMIT EQUITIES INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Primary Strategies
As discussed in Item 4, SE and its IARs primarily recommend direct investments in ETFs,
mutual funds and publicly-traded MLPs in the Model and SAA programs. They also recommend certain outside managers in the TPM program. The analysis for these securities and managers is conducted in the following way.
Members of the IMC conduct due diligence on securities, investment managers and strategies utilizing multiple research sources, typically including fund databases, financial publications, capital market data and 3rd party research materials that analyze the overall investing landscape
as well as specific market sectors and strategies. The IMC also reviews materials supplied by the investment managers including factsheets, presentations, fund prospectus/offering memorandum, performance and related investment data, if available. When reviewing the investment strategy and pr...
Unlock Full Investment Process Description
Primary Strategies
As discussed in Item 4, SE and its IARs primarily recommend direct investments in ETFs,
mutual funds and publicly-traded MLPs in the Model and SAA programs. They also recommend certain outside managers in the TPM program. The analysis for these securities and managers is conducted in the following way.
Members of the IMC conduct due diligence on securities, investment managers and strategies utilizing multiple research sources, typically including fund databases, financial publications, capital market data and 3rd party research materials that analyze the overall investing landscape
as well as specific market sectors and strategies. The IMC also reviews materials supplied by the investment managers including factsheets, presentations, fund prospectus/offering memorandum, performance and related investment data, if available. When reviewing the investment strategy and pr...
Unlock Full Investment Process Description
SUMMIT EQUITIES INC Portfolio Concentration
SUMMIT EQUITIES INC Location
4 CAMPUS DR
PARSIPPANY, New Jersey
UNITED STATES, 07054-0413
PARSIPPANY, New Jersey
UNITED STATES, 07054-0413
SUMMIT EQUITIES INC Contact Information
Phone Number: 973-285-3670
Fax Number: 973-285-3690
Website: http://www.summitequities.com
Fax Number: 973-285-3690
Website: http://www.summitequities.com
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