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advised by SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
Washington, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 23, 2015 | $6.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Jan 13, 2015 | $9.1M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Mar 17, 2014 | $9.1M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Jan 13, 2014 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Dec 4, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Nov 22, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Jul 26, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| May 21, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Apr 17, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Mar 27, 2013 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Mar 28, 2012 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Mar 28, 2012 | $7.6M | 1 | $50,000 | 10000.0% | yes | SUMMIT STABLE VALUE FUND, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | HUNTINGTON NATIONAL BANK | Columbus | Ohio | United States | no | n/a |