|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Summit Creek Advisors LLC
✚
|
|
|---|---|
| CRD # | 135496 |
| SEC # | 801-70380 |
| CIK # | 0001333709 |
| AUM | $789.8 M (2025-03-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 612-746-8990 |
| Address | 120 South Sixth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Addus Homecare Corp | 23.0 | ||
| CBIZ Inc | 22.0 | ||
| Healthequity Inc | 21.8 | ||
| Casella Waste Systems Inc | 21.6 | ||
| Pure Storage Inc | 20.8 | ||
| Q2 Holdings Inc | 20.1 | ||
| SPS Commerce Inc | 19.9 | ||
| Paylocity Holding Corp | 19.8 | ||
| Willdan Group Inc | 19.6 | ||
| Dragoneer Growth Opportunities Corp | 19.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.5 |
| (b) Individuals (high net worth individuals) | 12 | 33.7 |
| (c) Banking or thrift institutions | 0 | 101.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 19.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 7 | 539.8 |
| (j) Other investment advisers | 0 | 23.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 64.2 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 789.8 |
| By Discretionary | ||
| Discretionary | 34 | 789.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 789.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 58.6 | |
| United States Persons | 731.2 | |
| Total | 34 | 789.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001333709] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthstar Advisors LLC
✚
|
TX | 0.8 |
|
Pioneer Family Office LLC
✚
|
FL | 0.8 |
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.8 |
|
Frisch Financial Group Inc
✚
|
NY | 0.8 |
|
Johnson Bixby & Associates LLC
✚
|
WA | 0.8 |
|
Harbor Advisors LLC
✚
|
FL | 0.8 |
|
Atlantic Private Wealth LLC
✚
|
NC | 0.8 |
|
P J Schmidt Investment Management Inc
✚
|
WI | 0.8 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.8 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.8 |