|
⚲
|
| Keyboard |
| Summit Creek Advisors LLC
✚
|
|
|---|---|
| CRD # | 135496 |
| SEC # | 801-70380 |
| CIK # | 0001333709 |
| AUM | 650.9 M (2026-03-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 612-746-8990 |
| Address | 120 South Sixth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Littelfuse Inc /DE | 18.0 | ||
| Addus Homecare Corp | 15.1 | ||
| Casella Waste Systems Inc | 14.8 | ||
| Construction Partners Inc | 14.8 | ||
| HealthEquity Inc | 13.5 | ||
| Digitalocean Holdings Inc | 13.2 | ||
| Five Below Inc | 13.1 | ||
| Firstservice Corp | 12.9 | ||
| Techne Corp /MN/ | 12.8 | ||
| BioScrip Inc | 12.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.4 |
| (b) Individuals (high net worth individuals) | 12 | 32.4 |
| (c) Banking or thrift institutions | 0 | 78.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 17.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.6 |
| (i) State or municipal government entities | 7 | 424.9 |
| (j) Other investment advisers | 0 | 28.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 61.2 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 650.9 |
| By Discretionary | ||
| Discretionary | 34 | 650.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 650.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 56.5 | |
| United States Persons | 594.3 | |
| Total | 34 | 650.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001333709] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 3 (6 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collaborative Wealth Management Inc
✚
|
FL | 653.3 M |
|
Collegiate Capital Management Inc
✚
|
NC | 653.0 M |
|
Palisade Investments LLC
✚
|
NV | 652.7 M |
|
Early McClintic & McMillan LLC
✚
|
TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 651.3 M |
|
Monex Asset Management Inc
✚
|
TX | 650.9 M |
|
JRM Investment Counsel LLC
✚
|
649.4 M | |
|
Asset Strategy Advisors LLC
✚
|
MA | 649.3 M |
|
Family Office Research LLC
✚
|
MD | 648.2 M |