DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 164078
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SUMMIT PARK IV, LP | Private Equity Fund | $236M | Apr 30, 2024 | 30 | Mar 31, 2023 | reported | 021-224716 |
| SUMMIT PARK III, LP | Private Equity Fund | $188M | Apr 30, 2024 | 24 | Mar 29, 2019 | reported | 021-309007 |
| SUMMIT PARK III B, LP | Private Equity Fund | $44.9M | Apr 30, 2024 | 7 | Mar 30, 2021 | reported | 021-309007 |
| SUMMIT PARK II, L.P. | Private Equity Fund | $23.9M | Apr 30, 2024 | 12 | Mar 25, 2015 | reported | 021-224716 |
| CONTROL 3 COMMON INVESTORS, LLC | Private Equity Fund | $23.8M | Mar 25, 2015 | 8 | Apr 24, 2012 | dropped | 021-161986 |
| NSI SUMMIT PARK INVESTORS, LLC | Private Equity Fund | $20.7M | Aug 2, 2016 | 6 | Mar 12, 2014 | dropped | 021-189694 |
| SUMMIT PARK I-A, L.P. | Private Equity Fund | $4.2M | Apr 30, 2024 | 4 | Apr 24, 2012 | reported | 021-177130 |
| SPEN 2021 CO INVEST, LLC | Other Private Fund | $3.4M | Apr 30, 2024 | 9 | Mar 31, 2023 | reported | n/a |
| PARKLINE SP INVESTORS, LLC | Private Equity Fund | $2.4M | Aug 2, 2016 | 2 | Apr 24, 2012 | dropped | n/a |
| SPEN 2019 CO-INVEST A, LLC | Other Private Fund | $1.8M | Apr 30, 2024 | 10 | Mar 31, 2022 | reported | n/a |
| SPEN 2020 CO-INVEST, LLC | Other Private Fund | $1.2M | Apr 30, 2024 | 9 | Mar 31, 2022 | reported | n/a |
| SPEN 2022 CO-INVEST, LLC | Other Private Fund | $954,000 | Apr 30, 2024 | 8 | Mar 28, 2024 | reported | n/a |
| SPP INVESTMENTS, LLC | Private Equity Fund | $125,000 | Apr 24, 2012 | 2 | Apr 24, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CALTON, ROBERT, GEORGE | MANAGER (OF REGISTRANT) | D | yes | 07/2006 | Jun 30, 2016 | Apr 30, 2024 |
| Cotton, Christopher, Keith | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | Jun 30, 2016 | Apr 30, 2024 |
| JOHNSON, JAMES, LEO | MANAGER (OF REGISTRANT) | D | yes | 07/2006 | Jun 30, 2016 | Apr 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SPP INVESTMENTS GENERAL PARTNER II, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPP INVESTMENTS GENERAL PARTNER III, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPP INVESTMENTS GENERAL PARTNER IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPP INVESTMENTS GENERAL PARTNER, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $624M | $624M | 23 | 19 | 0 | 29 | n/a |
| 2024 | Mar 27, 2025 | $546M | $546M | 20 | 19 | 0 | 26 | n/a |
| 2023 | Mar 28, 2024 | $504M | $504M | 20 | 14 | 0 | 9 | $504M |
| 2022 | Mar 31, 2023 | $440M | $440M | 18 | 14 | 0 | 8 | $440M |
| 2021 | Mar 31, 2022 | $358M | $358M | 18 | 15 | 0 | 6 | $358M |
| 2020 | Mar 30, 2021 | $381M | $381M | 16 | 13 | 0 | 4 | $381M |
| 2019 | Mar 31, 2020 | $360M | $360M | 15 | 12 | 0 | 3 | $360M |
| 2018 | Mar 29, 2019 | $371M | $371M | 14 | 11 | 0 | 3 | $371M |
| 2017 | Mar 30, 2018 | $132M | $132M | 12 | 10 | 0 | 2 | $132M |
| 2016 | Mar 31, 2017 | $150M | $150M | 11 | 9 | n/a | 2 | $150M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $624M | $546M | 14.2% | $440M | 12.3% | 23 | 20 | 0 | 0 |