Summit Peak Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310099
- Registered since
- July 23, 2021
- Website
- www.summitpeak.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Summit Peak Investments, LLC is a manager of pooled investment vehicles focused on privately held companies. The firm is organized as an LLC and registered with the SEC in 2021. Its stated business model centers on sponsoring and managing pooled funds—primarily venture capital vehicles—with an institutional client base. Summit Peak serves as sponsor, general partner and managing member for its funds and provides portfolio management for those pooled vehicles. The firm charges a combination of percentage-of-assets fees and performance-based fees, indicating a classic manager/GP alignment where carried interest or incentive fees supplement base management fees. Strategically, the firm’s activity is concentrated in private markets. The reported classification places Summit Peak squarely in venture capital and private equity fund management, and most of its capital is deployed through funds it sponsors rather than through a broad capital-allocation or multi-manager program. The firm does not identify itself as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 5
Pooja Paresh
CCOCRD 7399807

Patrick Oconnor
Managing PartnerCRD 4749188

Apurva Mehta
Managing PartnerCRD 4763817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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