Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Summit Financial Wealth Advisors, LLC in Lafayette, LA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Summit Financial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Clayton, Dubilier & Rice Fund XII, L.P. work?
Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Summit Financial Wealth Advisors, LLC on SEC Form ADV.
How much of Summit Financial Wealth Advisors, LLC does Clayton, Dubilier & Rice Fund XII, L.P. own?
Form ADV reports a beneficial ownership band of 50-75%.