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 an SEC-registered investment manager formed as an LLC in 2021 that operates as a fund sponsor and general partner focused on private equity and venture capital strategies. The firm serves institutional clients and acts principally as portfolio manager for pooled investment vehicles rather than as a pure capital allocator. Its governance and operating posture is oriented around managing and sponsoring pooled funds and acting as the managing member or GP of those vehicles. Compensation is a mix of asset-based fees and performance-linked fees, consistent with an active manager that runs closed-end and pooled structures. The firm does not identify as an active ESG investor in the available data.
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
Owners & executives
1 of 1
Pooja Paresh
CCO & CFOCRD 7399807
Contacts
3 of 4
Patrick Oconnor
Managing PartnerCRD 4749188

Apurva Mehta
Managing PartnerCRD 4763817

Raegan Rast
AssociateCRD 7421426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Hunter Capital Management
RIALombard, IL
TRI Locum Partners LP
RIANew York, NY
The Joseph Group Capital Management
RIAColumbus, OH
Meson Quantitative Management LLC
RIASan Francisco, CA
LFA
RIALugano Ticino
Financial Concepts
RIAColumbus, MS