Summit Creek Advisors LLC

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Assets, Funds, Holdings

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Summit Creek Advisors LLC
CRD #135496
SEC #801-70380
CIK #0001333709
AUM $763.0 MM (2024-03-28)
Employees 8 (50% Investors, 0% Brokers)
Phone612-746-8990
Address120 South Sixth Street
Minneapolis, MN 55402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
110088066044022002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
ADUS 1,335.9 29.1
DSGX 5,292.9 25.0
CCCS 5,667.7 23.1
PSTG 7,729.1 22.5
SPSC 4,042.7 22.3
HQY 5,494.0 20.7
ZETA 968.0 20.6
ALRM 3,088.4 19.0
ENV 2,960.2 18.9
OLLI 3,677.2 18.4
View All
Holdings by Sector ($MM)
1500120090060030002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 6 1.1
(b) Individuals (high net worth individuals) 12 27.4
(c) Banking or thrift institutions 0 88.6
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 15.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 7.0
(i) State or municipal government entities 7 514.0
(j) Other investment advisers 0 53.8
(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 55.3
(n) Other 0 0.0
Total 34 763.0
By Discretionary
Discretionary 34 763.0
Non-Discretionary 0 0.0
Total 34 763.0
By Non-United States Persons
Non-United States Persons 50.8
United States Persons 712.3
Total 34 763.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001333709]
Comparable Firms State AUM ($BB)
Walter & Keenan Wealth Management LLC
IN 0.8
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MI 0.8
Alley Investment Management Company LLC
IL 0.8
Sky Investment Group LLC
CT 0.8
Seven Springs Wealth Group LLC
TN 0.8
BOSS Retirement Advisors LLC
UT 0.8
Guardian Financial Partners LLC
CA 0.8
Mitchell Capital Management Co
KS 0.8
Oakhurst Capital Advisors LLC
DC 0.8
Terril Brothers Inc
MO 0.8
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