Summit Peak Investments, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$34M
Accounts
32
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
310099
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Summit Peak Investments, LLC is a manager of pooled investment vehicles focused on privately held companies. The firm is organized as an LLC and registered with the SEC in 2021. Its stated business model centers on sponsoring and managing pooled funds—primarily venture capital vehicles—with an institutional client base. Summit Peak serves as sponsor, general partner and managing member for its funds and provides portfolio management for those pooled vehicles. The firm charges a combination of percentage-of-assets fees and performance-based fees, indicating a classic manager/GP alignment where carried interest or incentive fees supplement base management fees. Strategically, the firm’s activity is concentrated in private markets. The reported classification places Summit Peak squarely in venture capital and private equity fund management, and most of its capital is deployed through funds it sponsors rather than through a broad capital-allocation or multi-manager program. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Pooja Paresh

    Pooja Paresh

    CCOCRD 7399807

  • Patrick Oconnor

    Patrick Oconnor

    Managing PartnerCRD 4749188

  • Apurva Mehta

    Apurva Mehta

    Managing PartnerCRD 4763817

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth