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Summit Creek Advisors LLC
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CRD # | 135496 |
SEC # | 801-70380 |
CIK # | 0001333709 |
AUM | $763.0 MM (2024-03-28) |
Employees | 8 (50% Investors, 0% Brokers) |
Phone | 612-746-8990 |
Address | 120 South Sixth Street Minneapolis, MN 55402 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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CIK | Period |
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0001333709 | |
/ |
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 |
ISTO Advisors LLC
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|
MI | 0.8 |
Alley Investment Management Company LLC
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IL | 0.8 |
Sky Investment Group LLC
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|
CT | 0.8 |
Seven Springs Wealth Group LLC
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|
TN | 0.8 |
BOSS Retirement Advisors LLC
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|
UT | 0.8 |
Guardian Financial Partners LLC
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|
CA | 0.8 |
Mitchell Capital Management Co
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|
KS | 0.8 |
Oakhurst Capital Advisors LLC
✚
|
DC | 0.8 |
Terril Brothers Inc
✚
|
MO | 0.8 |