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Summit Peak Investments LLC
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CRD # | 310099 |
SEC # | 801-121852 |
CIK # | |
AUM | $716.0 MM (2024-07-10) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 862-207-1021 |
Address | 5761 Forest Highlands Drive Fort Worth, TX 76132 |
Source | [IAPD] [Website] [Instagram] |
Total AUM ($MM) |
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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
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|
NY | 0.7 |
SAX Capital LLC
✚
|
DC | 0.7 |
Jordan/Zalaznick Advisers Inc
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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 |