SUMMIT CREEK ADVISORS

RIASEC RegisteredEst. 2009

Total AUM

$651M

Discretionary

$651M

100% of AUM

Avg account

$19.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 135496
Registered since: August 11, 2009
Website: www.summitcreekadvisors.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government65.27%
Banking / Thrift Institutions12.08%
Corporations / Businesses9.4%
HNWI4.97%
Other Investment Advisers4.31%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Summit Creek Advisors is a privately owned limited liability company that has been SEC-registered since 2009. The firm charges a percentage-of-AUM fee and serves both individual/family clients and institutional clients. Its advisory activity is concentrated on discretionary portfolio management across three channels: individual and small-business accounts, pooled investment vehicles, and institutional or business accounts. The firm reports no formal ESG program and is not identified as a multi-state or pension consultant adviser.