Investment adviser · CRD 310099
SUMMIT PEAK INVESTMENTS, LLC
Investment adviser filing (IA)
· Form ADV filed Jul 10, 2026
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 32 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Pooled investment vehicles | 32 | $1,089,219,940 | 100.0% |
Filing source
Form ADV 2099844 · Jul 10, 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
34 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.
SPTA DENALI, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.69MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
Fund details & source
- Fund ID
- 805-7959103254
- Reported beneficial owners
- 10
- Minimum commitment
- $0
- Form D file number
- 021-375292
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP HAWK MOUNTAIN, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.55MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999
Fund details & source
- Fund ID
- 805-5271033213
- Reported beneficial owners
- 21
- Minimum commitment
- $0
- Form D file number
- 021-492779
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP DIAMOND MOUNTAIN, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.52MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
Fund details & source
- Fund ID
- 805-6558959448
- Reported beneficial owners
- 8
- Minimum commitment
- $0
- Form D file number
- 021-411261
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP SAGE MOUNTAIN, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.41MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
Fund details & source
- Fund ID
- 805-8033678425
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-426244
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP MOUNT LOGAN, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.35MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1956
Fund details & source
- Fund ID
- 805-3016944853
- Reported beneficial owners
- 10
- Minimum commitment
- $0
- Form D file number
- 021-517122
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP PANACEA, LLCVenture Capital Fund · Last reported Jul 10, 2026$2.08MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1956
Fund details & source
- Fund ID
- 805-7181624047
- Reported beneficial owners
- 4
- Minimum commitment
- $0
- Form D file number
- 021-522767
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SP GFW, LLCVenture Capital Fund · Last reported Jul 10, 2026$1.99MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
Fund details & source
- Fund ID
- 805-6794694583
- Reported beneficial owners
- 21
- Minimum commitment
- $0
- Form D file number
- 021-426463
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
CRD 310099
Filing source
Form ADV 2099844 · Jul 10, 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.