# Summit Private Wealth

Summit Private Wealth is a Multi Family Office based in Oakville, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oakville, Canada
- **Region:** North America
- **Address:** Oakville, Canada
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** summitpw.com
- **LinkedIn:** https://www.linkedin.com/company/summit-private-wealth-inc/

## Regulatory record

- **CRD number:** 301688
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301688

## About

Summit Private Wealth launched in Oakville, Canada, in 2012 under founder and president Gene Kim, growing from a private-client advisory practice into a multi-family office structure. The firm operates in tandem with Kim’s role as a senior portfolio manager at Mandeville Private Client, aligning with Michael Lee-Chin’s Mandeville Holdings and Portland Holdings network for strategic investment framework access. Summit deploys capital across private equity, real estate, infrastructure, and fund-of-funds vehicles, with confirmed sector concentration in healthcare services. The firm executes direct co-investments and special-purpose vehicles alongside fund commitments, holding an activist posture in select situations. Known portfolio assets include the Portland Private Income Fund real estate debt portfolio, a maritime assets portfolio, and global infrastructure positions. The geographic mandate centers on North America. The leadership group includes partner and senior investment advisor Michel-Olivier Marcoux and VP operations Jiwon Lee. Gene Kim chairs Tiger 21’s Montreal chapter, where Summit’s principals interface with other allocators for deal-flow sharing. He also holds membership in the Forbes Finance Council and co-founded the Mentors Club Montreal. No recent operational event was identified from the past 24 months. Summit’s architecture departs from a pure advisory shop: the firm originates and manages alternative investment vehicles directly, blending a Mandeville-aligned distribution backbone with its own independent multi-family office governance. This hybrid allows the firm to avoid the asset-gathering imperatives of a traditional wealth manager while retaining the execution capabilities of a boutique principal investor.

## Sectors

- Healthcare Services
- Private Equity
- Real Estate
- Infrastructure

## People

- Gene Kim — Founder and President

## Questions

### Who runs investment decisions at Summit Private Wealth?

Founder and president Gene Kim sets the firm’s investment direction, supported by partner and senior investment advisor Michel-Olivier Marcoux. Kim also operates as a senior portfolio manager at Mandeville Private Client, linking Summit to the Mandeville Holdings and Portland Holdings network. VP operations Jiwon Kim oversees branch administration and operational support.

### Does Summit participate in fund commitments or only direct deals?

The firm pursues both strategies. Direct co-investments and special-purpose vehicles sit beside fund-of-funds allocations in its alternative portfolios. The Portland Private Income Fund, a real estate debt vehicle, is a named direct holding, while the broader mandate includes fund commitments across private equity and infrastructure.

### Which sectors does Summit explicitly target?

Healthcare services is the only sector focus confirmed for Summit’s direct investments. The firm also holds diversified alternative portfolios spanning real estate, infrastructure, and private equity through fund commitments and co-investments, but no other sector-specific concentration has been publicly declared.

## Related profiles

- [Summit Planning Group](https://altss.com/profile/summit-planning-group)
- [Summitview Capital](https://altss.com/profile/summitview-capital)

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Last updated: 2026-06-28T01:52:56.093Z

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