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CRD 161621
MASON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SUMMER HILL EQUITIES, L.P. | Other Private Fund | $504M | May 5, 2015 | 8 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL MARKET NEUTRAL, LLC | Other Private Fund | $253M | May 5, 2015 | 8 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL OS, LLC | Other Private Fund | $171M | May 5, 2015 | 3 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL CASH MANAGEMENT, LLC | Other Private Fund | $90.1M | May 5, 2015 | 1 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL FIXED INCOME, LLC | Other Private Fund | $37.2M | May 5, 2015 | 7 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL REAL RETURN, LLC | Other Private Fund | $33.4M | May 5, 2015 | 6 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL PRIVATE EQUITY FUND I, LLC | Other Private Fund | $31.2M | May 5, 2015 | 7 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL PRIVATE CAPITAL ASSOCIATES II, LLC | Other Private Fund | $17.5M | May 5, 2015 | 3 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL MUTUAL GROWTH, LLC | Other Private Fund | $13.5M | May 5, 2015 | 1 | Feb 14, 2012 | reported | n/a |
| SUMMER HILL PRIVATE CAPITAL ASSOCIATES, LLC | Other Private Fund | $3.0M | May 5, 2015 | 2 | Feb 14, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CARD SOUND TRUST | Shareholder | E | yes | 02/2006 | Feb 14, 2012 | May 5, 2015 |
| CAVANAUGH, TIMOTHY, DANIEL | CHIEF INVESTMENT OFFICER | Na | yes | 02/2012 | Feb 14, 2012 | May 5, 2015 |
| HAAS, JAY, WILSON | Cco | Na | yes | 03/2015 | Mar 31, 2015 | May 5, 2015 |
| ROEDING, RICHARD, LOUIS | Trustee | F | yes | 02/2012 | Feb 14, 2012 | May 5, 2015 |
| ROEDING, RICHARD, LOUIS | PRESIDENT/CEO | Na | yes | 09/2009 | Feb 14, 2012 | May 5, 2015 |
| SUMMER HILL, INC. | MANAGING MEMBER | E | yes | 09/2009 | Feb 14, 2012 | May 5, 2015 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 31, 2015 | $1.2B | $1.2B | 4 | 2 | n/a | 10 | $1.2B |
| 2013 | Mar 27, 2014 | $1.2B | $1.2B | 4 | 2 | n/a | 10 | $1.1B |
| 2012 | Mar 28, 2013 | $1.1B | $1.1B | 4 | 2 | n/a | 10 | $1.0B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $1.2B | $1.2B | 4.1% | n/a | n/a | 4 | 4 | n/a | n/a |