Summit Creek Advisors
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
FINTRXOverview
Summit Creek Advisors is an SEC-registered limited liability company that operates as an institutional registered investment adviser since 2009. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and advising businesses or institutional clients. The firm is majority-owned by an individual and does not position itself as a capital allocator or a multi-state adviser; it also does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Andrew Rank
Chief Compliance OfficerCRD 4767646
Contacts
3 of 3
Joseph Docter
Partner and Portfolio ManagerCRD 4352467
Adam Benson
Managing PartnerCRD 2441190
John Crowther
PartnerCRD 4670989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 120 S 6th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Sightline Partners LLC
RIAMinneapolis, MN
Deepwater Asset Management, LLC
RIAMinneapolis, MN
White Oaks Wealth Advisors, Inc.
RIAMinneapolis, MN
Schwarz Dygos Wheeler Investment Advisors LLC
RIAMinneapolis, MN
Allodium Investment Consultants, LLC
RIAMinneapolis, MN
Northern Lakes Capital, L.P.
RIAMinneapolis, MN