When we first started building New Summit Investments, it was easy to describe the problem we were trying to solve. We wanted to make it easier for investors to extend their impact to private markets.
Seven years on, our efforts have resulted in $115 million1 of additional capital channeled to investments providing solutions to the greatest challenges of our time.
This progress comes from the collective efforts of our investor community, the managers we select for each of our funds, and the hundreds of entrepreneurs creating solution-oriented businesses.
Thanks to these collective efforts, New Summit has become a leading manager of private market funds-of-funds focused on environmental and social impact.
We are proud to present our first-ever interactive impact report covering our first two funds, each a diversified portfolio of private investments targeting profitable, solution-focused enterprises and projects with measurable social and environmental impact.
With much work still to go, we look forward to our ongoing collective effort to provide solutions to the greatest challenges of our time.
The New Summit Investments Team
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The investment activity of the Firm may involve substantial risk and is not suitable for all investors. For the Funds listed, prospective investors should carefully read the confidential offering documents before making any investment decisions. Investment in the partnership involves substantial risk of loss. This report does not constitute an offer or solicitation to purchase an interest in the Funds. Investments such as the Funds are subject to less regulation than other types of pooled investment vehicles, may be illiquid and can involve leverage, making them substantially riskier than other investments. Any investor who subscribes, or proposes to subscribe, for an investment in a Fund must: (1) be able to bear the risks involved and (2) must meet the Fund’s suitability requirements. No assurance can be given that the Fund’s investment objectives as described herein will be achieved. Any decision to invest in a Fund should be made after reviewing the definitive private placement memorandum for the Fund and all related Fund documents, conducting such investigations as the investor deems necessary and consulting the investor’s own investment, legal, accounting, and tax advisors in order to make an independent determination of the suitability and consequences of an investment in the Fund.
Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Actual results will vary among investors in accordance with the terms of the Fund’s governing documents. Performance data and other information contained herein is unaudited.