• Occurred

  Mar 22, 2022
  Private fund dropped

  SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLC no longer reported on Sumnicht & Associates, LLC's Form ADV from 2022-03-22 (last gross asset value $0.0M on 2021-09-24)

  SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLCForm ADVobserved 5 days ago
  $8,386
• Occurred

  Mar 26, 2020
  Private fund gav decreased

  SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLC: gross asset value $9.9M to $0.5M between the 2019-03-29 and 2020-03-26 filings (-94%)

  SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLCForm ADVobserved 5 days ago
  $-9.4M
• Occurred

  Mar 27, 2015
  Private fund dropped

  SUMNICHT MONEY MASTERS FUND II, LP no longer reported on Sumnicht & Associates, LLC's Form ADV from 2015-03-27 (last gross asset value $0.4M on 2014-05-19)

  SUMNICHT MONEY MASTERS FUND II, LPForm ADVobserved 5 days ago
  $400,000
• Occurred

  Mar 27, 2015
  Private fund dropped

  SUMNICHT MONEY MASTERS FUND, LP no longer reported on Sumnicht & Associates, LLC's Form ADV from 2015-03-27 (last gross asset value $0.5M on 2014-05-19)

  SUMNICHT MONEY MASTERS FUND, LPForm ADVobserved 5 days ago
  $500,000
• Occurred

  Mar 28, 2012
  Private fund reported

  Sumnicht & Associates, LLC first reported SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLC on Form ADV at $18.5M gross asset value

  SA ALTERNATIVE OPPORTUNITY FUND, A SERIES LLCForm ADVobserved 5 days ago
  $18.5M
• Occurred

  Mar 28, 2012
  Private fund reported

  Sumnicht & Associates, LLC first reported SUMNICHT MONEY MASTERS FUND, LP on Form ADV at $0.9M gross asset value

  SUMNICHT MONEY MASTERS FUND, LPForm ADVobserved 5 days ago
  $900,000
• Occurred

  Mar 28, 2012
  Private fund reported

  Sumnicht & Associates, LLC first reported SUMNICHT MONEY MASTERS FUND II, LP on Form ADV at $0.8M gross asset value

  SUMNICHT MONEY MASTERS FUND II, LPForm ADVobserved 5 days ago
  $800,000

Also named here, with no published line of their own (reach them through the firm): Sheryl Edwards (Financial Operations Specialist), Marsha Gerencser (Manager of Operations), Vernon C. Sumnicht (Chief Executive Officer), Retirement Planning (Investment Portfolio Construction).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:6afd15f2-e756-4166-a32b-8bb0baa8380c

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.