SUMMIT INVESTMENT GROUP, LLC
SEC file number 801-67315
· TULSA, Oklahoma
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$22.8M
Discretionary AUM
$16.2M
Employees
—
Clients
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Firm
- Address
- 11733 SOUTH SANDUSKY AVE.
TULSA, Oklahoma 74137 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Summit-Smithway Investment, LLC Medium name-match confidence · CIK 2140893 · Iowa
- SUMMIT CROSSING INVESTMENT GROUP LLC Medium name-match confidence · CIK 2063895 · Ohio
- Summit Partners Reinvestment Fund II-A, L.P. Medium name-match confidence · CIK 2100478 · Massachusetts
- Summit Partners Reinvestment Fund II-B, L.P. Medium name-match confidence · CIK 2100476 · Massachusetts
- SUMMIT PRIVATE INVESTMENTS I, L.P. Medium name-match confidence · CIK 877797 · New Jersey
- SCP Investment Fund, LP Medium name-match confidence · CIK 1668862 · California
- SDA Investment Fund, LP Medium name-match confidence · CIK 1871694 · New York
- SDG Investment Partners, LP Medium name-match confidence · CIK 2116654 · Texas
- SUMMIT PRIVATE INVESTMENTS II, LP Medium name-match confidence · CIK 1200373 · New Jersey
- MPC Summit Co-Invest LP Medium name-match confidence · CIK 2128592 · Texas
- B Investment Partners, LP Medium name-match confidence · CIK 2091883 · Tennessee
- H Investment Fund LLC Medium name-match confidence · CIK 2055197 · New Jersey
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SUMMIT PRIVATE INVESTMENTS II, LP · D/A · Sep 4, 2026
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Summit-Smithway Investment, LLC · D · Jul 28, 2026$3.7M
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MPC Summit Co-Invest LP · D · May 20, 2026
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SDG Investment Partners, LP · D · Apr 15, 2026
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SUMMIT PRIVATE INVESTMENTS I, L.P. · D/A · Feb 20, 2026
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SCP Investment Fund, LP · D/A · Jan 6, 2026
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Summit Partners Reinvestment Fund II-B, L.P. · D · Dec 17, 2025
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Summit Partners Reinvestment Fund II-A, L.P. · D · Dec 17, 2025
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B Investment Partners, LP · D · Oct 28, 2025
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SUMMIT PRIVATE INVESTMENTS II, LP · D/A · Sep 5, 2025
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SDA Investment Fund, LP · D/A · May 30, 2025
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SUMMIT CROSSING INVESTMENT GROUP LLC · D · Apr 7, 2025$5M
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SUMMIT PRIVATE INVESTMENTS I, L.P. · D/A · Feb 21, 2025
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H Investment Fund LLC · D/A · Feb 6, 2025$10M
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H Investment Fund LLC · D · Feb 5, 2025$10M
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SCP Investment Fund, LP · D/A · Jan 7, 2025