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.
SP SLACK MOUNTAIN II, LLCVenture Capital Fund · Last reported Jul 10, 2026$1.86MGross 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
- 805-8488273104
- Reported beneficial owners
- 17
- Minimum commitment
- $0
- Form D file number
- 021-407245
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 TAUM SAUK MOUNTAIN, LLCVenture Capital Fund · Last reported Jul 10, 2026$1.84MGross 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
- 805-2259161359
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-394465
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 MAUNA KEA, LLCVenture Capital Fund · Last reported Jul 10, 2026$224KGross 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
- 805-6864677631
- Reported beneficial owners
- 14
- Minimum commitment
- $0
- Form D file number
- 021-436895
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 CRESTONE PEAK, LLCVenture Capital Fund · Last reported Jul 10, 2026$0Gross 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
- 805-8908195240
- Reported beneficial owners
- 19
- Minimum commitment
- $0
- Form D file number
- 021-380296
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.
SPWI WHITNEY, LLCVenture Capital Fund · Last reported Sep 20, 2022$9.24MGross 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
WIPFLI LLP
PCAOB 334
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-5487641476
- Reported beneficial owners
- 40
- Minimum commitment
- $0
- Form D file number
- 021-376097
Form ADV 1675526 · Sep 20, 2022 · 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 QUANDARY PEAK, LLCPrivate Equity Fund · Last reported Sep 6, 2023$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
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-8628018674
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-384029
Form ADV 1785576 · Sep 6, 2023 · 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.