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Summit Pension Fund
Pension · $5.6B AUM · Northeast US
Expansion Score
80
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
105
📊 From HubSpot
Avg Response Time
5h
✨ Enhanced
Activity Timeline
8 eventsOpened February investor newsletter
Feb 2, 2026 · 1 week agoinbound📊 From HubSpot
Phone call with David Chen — discussed increasing allocation from $20M to $30M
Jan 25, 2026 · 2 weeks agoinbound✨ EnhancedResponse: 3h
Visited Fund V data room — 18 min, reviewed updated terms and waterfall structure
Jan 18, 2026 · 3 weeks agoinbound✨ Enhanced
Opened Fund V capital call schedule email
Jan 10, 2026 · 1 month agoinbound📊 From HubSpot
Opened Q3 2025 investor letter
Dec 22, 2025 · 1 month agoinbound📊 From HubSpot
Video call with Sarah Kim — discussed co-invest preferences and concentration limits
Dec 15, 2025 · 1 month agooutbound✨ EnhancedResponse: 6h
Opened December market outlook email
Dec 1, 2025 · 2 months agoinbound📊 From HubSpot
Clicked link to Fund IV IRR breakdown by vintage
Nov 15, 2025 · 2 months agoinbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedSummit Pension Fund has been highly engaged over the past 90 days. They opened 4 of 4 emails, had 2 meetings, and show strong expansion signals. Based on their engagement pattern, a commitment of $30.0M is likely.
Details
- Contact
- Gerald Hoffman, CIO
- Sector Focus
- Buyout
- Typical Check
- $30.0M
- Current Commitment
- $30.0M
- Previous Fund
- New relationship
- Assigned To
- David Chen
- Stage Since
- Oct 28, 2025
- Priority Rank
- #4 of 45