The Summit Fund Revenue
Financial Services • • 1-10 Employees
The Summit Fund revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at The Summit Fund
Jeff Swayze
Managing Director
Company overview
| Headquarters | XX |
| NAICS | 52 |
| Founded | 1999 |
| Employees | 1-10 |
About The Summit Fund
Founded in 1999, the Summit Fund at Colorado State University is a long-only equity portfolio managed by a select group of students from the College of Business. Initially established with $50,000 in donations, the Fund has since grown to a market value of over $800,000. Its primary goal is to connect academic learning with practical experience in investment management. The Fund seeks to outperform the market using socially responsible investing principles. Returns above the rate of inflation are used to provide scholarships for first-generation students, furthering the college's mission to expand the access to education.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Summit Fund has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Summit Fund has never raised funding before.
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