Summit Peak Investments, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$34M
Accounts
32
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
310099
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Pooja Paresh

    Pooja Paresh

    CCO & CFOCRD 7399807

Contacts

3 of 4
  • Patrick Oconnor

    Patrick Oconnor

    Managing PartnerCRD 4749188

  • Apurva Mehta

    Apurva Mehta

    Managing PartnerCRD 4763817

  • Raegan Rast

    Raegan Rast

    AssociateCRD 7421426

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth