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SUMMIT CREEK ADVISORS
SUMMIT CREEK ADVISORS, LLC
CRD 135496 · SEC 801-70380
120 SOUTH SIXTH STREET, SUITE 2200, MINNEAPOLIS, MN, 55402, United States
Phone
612-746-8990
Fax
612-746-4765
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$650.9M
Discretionary AUM
$650.9M
Team
7 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.4M |
| High net worth individuals | 12 | $32.4M |
| Pooled investment vehicles | 2 | $17.7M |
| State/municipal entities | 7 | $424.9M |
States served
CA, MN, NC, TX
All web addresses on file
Official SEC filing: View on IAPD