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Stacey Karp

SUMMIT PRIVATE INVESTMENTS, INC.·SUMMIT, New Jersey
Unclaimed Profile
47 MAPLE ST, SUMMIT, NJ 07901-2571CRD# 4933417Firm CRD# 105373
01

About

Stacey Karp is a registered financial advisor based in SUMMIT, New Jersey, affiliated with SUMMIT PRIVATE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMIT PRIVATE INVESTMENTS, INC.
SUMMIT PRIVATE INVESTMENTS, INC.
AUM
$234M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SUMMIT PRIVATE INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4933417
Firm CRD# 105373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stacey Karp offer?
Stacey Karp specializes in Investment Management, Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Stacey Karp's credentials?
Stacey Karp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Karp located?
Stacey Karp is based in SUMMIT, New Jersey, working with SUMMIT PRIVATE INVESTMENTS, INC.. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Stacey Karp charge for services?
Stacey Karp's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PRIVATE INVESTMENTS, INC.?
SUMMIT PRIVATE INVESTMENTS, INC. is a registered investment adviser with the SEC, managing $234M in regulatory assets under management. See their Form ADV for full details.
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Ronald Allan Karp — SUMMIT PRIVATE INVESTMENTS, INC.Richard Dennis Chase — SOLUS ALTERNATIVE ASSET MANAGEMENT LPTyler G. Reeder — ENERGY CAPITAL PARTNERS MANAGEMENT, LPMurray D. Karp — ENERGY CAPITAL PARTNERS MANAGEMENT, LPBryant Daniels — CONVERSANT CAPITAL LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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