Summit Creek Advisors

RIASEC Registered

Total AUM

$651M

Discretionary

$651M

100% of AUM

Avg account

$19.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Summit Creek Advisors is an independent, SEC-registered institutional RIA (registration effective 2009) that provides discretionary portfolio management to both individual/family clients and institutional clients. The firm charges fees as a percentage of assets under management and describes its advisory scope to include portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Summit Creek does not identify as an active ESG investor and is not a capital allocator.