Investment adviser · CRD 135496
SUMMIT CREEK ADVISORS
Investment adviser filing (IA)
SUMMIT CREEK ADVISORS, LLC
MINNEAPOLIS, MN, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $651M Form ADV · Item 5.F
- Client accounts
- 34 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 7 | $424,852,542 | 65.3% |
| Banks & thrifts | Fewer than 5 | $78,594,454 | 12.1% |
| Corporations & businesses | Fewer than 5 | $61,198,327 | 9.4% |
| High-net-worth individuals | 12 | $32,369,055 | 5.0% |
| Other investment advisers | Fewer than 5 | $28,043,138 | 4.3% |
| Pooled investment vehicles | 2 | $17,747,157 | 2.7% |
| Charities | Fewer than 5 | $6,637,872 | 1.0% |
| Individuals | 6 | $1,440,028 | 0.2% |
Filing source
Form ADV 2075189 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
120 SOUTH SIXTH STREET, SUITE 2200MINNEAPOLIS, MN, 55402, United States
CRD 135496
Filing source
Form ADV 2075189 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.