Summit Peak Investments LLC

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Assets, Funds, Holdings

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Summit Peak Investments LLC
CRD #310099
SEC #801-121852
CIK #
AUM $716.0 MM (2024-07-10)
Employees 4 (100% Investors, 0% Brokers)
Phone862-207-1021
Address5761 Forest Highlands Drive
Fort Worth, TX 76132
Source [IAPD] [Website] [Instagram]
Total AUM ($MM)
80064048032016002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
VC SP Hawk Mountain LLC [2024-03-27] 0.0 2.6
VC SP Mount Guardian LLC [2024-03-27] 2.3 2.3
VC Summit Peak Ventures III LP [2023-03-30] 95.7 8.4
VC SP Diamond Mountain LLC [2022-03-28] 2.2 2.6
VC SP GFW LLC [2022-03-28] 1.4 1.6
VC SP Hidden Peak II LLC [2022-03-28] 4.3 4.1
VC SP Hypernova III LLC [2022-03-28] 15.1 5.6
VC SP Hypernova II LLC [2022-03-28] 15.1 24.5
VC SP Mauna KEA LLC [2022-03-28] 15.1 2.8
VC SP Pritchard Hill LLC [2022-03-28] 4.4 4.3
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 28 716.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 28 716.0
By Discretionary
Discretionary 28 716.0
Non-Discretionary 0 0.0
Total 28 716.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 716.0
Total 28 716.0
Form D Directors # Filings # Firms 2011 - 2024
Apurva Mehta 36
Patrick OConnor 52
Summit Peak Ventures Coinvest GP I LLC 9
SP Hypernova GP LLC 2
Summit Peak Ventures GP II LLC 7
Summit Peak Ventures GP LLC 3
SP Sourcegraph Coinvest Manager LLC 3
SPWI Whitney Manager LLC 2
Summit Peak Coinvest GP I LLC 1
SP ACRE Manager LLC 1
View All
Comparable Firms State AUM ($BB)
ZBS Partners LLC
NY 0.7
SAX Capital LLC
DC 0.7
Jordan/Zalaznick Advisers Inc
NY 0.7
Timber Bay Partners LLC
OH 0.7
Roundhill Financial Inc
NY 0.7
Haddington Ventures LLC
TX 0.7
Springcoast Capital Partners LP
NY 0.7
Crosstimbers Capital Group LLC
TX 0.7
Bridge Growth Partners LLC
NY 0.7
Trimer Capital Management LP
NY 0.7
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