Summit Peak Investments LLC

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Summit Peak Investments LLC ✚
CRD #	310099
SEC #	801-121852
CIK #
AUM	$807.5 M (2025-07-08)
Employees	6 (100% Investors, 0% Brokers)
Phone	817-350-4312
Address
Source	[IAPD] [Website] [LinkedIn] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
VC	SP Mount Logan LLC	[2025-03-27]	2.3	2.4
VC	SP Mount Victoria LLC	[2025-03-27]	3.5	3.5
VC	SP Panacea LLC	[2025-03-27]	2.1	2.1
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]	107.5	114.1
VC	SP Diamond Mountain LLC	[2022-03-28]	2.2	2.5
VC	SP GFW LLC	[2022-03-28]	1.4	2.3
VC	SP Hidden Peak II LLC	[2022-03-28]	4.3	4.1
VC	SP Hypernova III LLC	[2022-03-28]	15.1	10.1
VC	SP Hypernova II LLC	[2022-03-28]	15.1	45.0
VC	SP Mauna KEA LLC	[2022-03-28]	15.1	2.8
VC	SP Pritchard Hill LLC	[2022-03-28]	4.4	4.3
VC	SP Sage Mountain LLC	[2022-03-28]	2.5	2.4
VC	SP Slack Mountain II LLC	[2022-03-28]	2.7	1.9
VC	SP Satoshi River LLC	[2021-06-24]	4.3	5.6
PE	SP Charleston Peak LLC	[2021-03-26]	5.0	5.3
VC	SP Crestone Peak LLC	[2021-03-26]	4.2	1.1
VC	SP Hidden Peak LLC	[2021-03-26]	3.1	3.4
VC	SP Hypernova LLC	[2021-03-26]	19.1	91.9
VC	SP Mount Mitchell LLC	[2021-03-26]	4.3	3.7
PE	SP Quandary Peak LLC	[2021-03-26]	10.0	2.4
PE	SP Rainier LLC	[2021-03-26]	16.0	4.3
VC	SP Slack Mountain LLC	[2021-03-26]	3.2	6.2
VC	SPTA Denali LLC	[2021-03-26]	2.1	2.7
VC	SP TAUM SAUK Mountain LLC	[2021-03-26]	1.9	1.9
VC	SPVI Foraker LLC	[2021-03-26]	2.6	4.1
VC	SPWI Whitney LLC	[2021-03-26]	9.2	9.2
VC	SP Sourcegraph Coinvest LLC	[2020-07-29]	2.9	32.7
VC	Summit Peak Ventures II LP	[2020-07-29]	153.6	164.7
VC	Summit Peak Ventures Opportunity Fund I LP	[2020-07-29]	58.9	68.3
PE	PCOF I LLC	[2020-03-18]	0.8	6.2
VC	Summit Peak Ventures I LP	[2018-11-29]	51.7	203.1

AUM Breakdown	Accounts	AUM ($M)
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	31	807.5
(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	31	807.5
By Discretionary
Discretionary	31	807.5
Non-Discretionary	0	0.0
Total	31	807.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		807.5
Total	31	807.5

Form D Directors	# Filings	# Firms	2011 - 2025
Apurva Mehta	37
Patrick OConnor	54
Summit Peak Ventures Coinvest GP I LLC	10
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
Bay Capital Ventures GP LLC	1
SP ACRE Manager LLC	1
View All

Comparable Firms	State	AUM ($B)
SSW Partners LP ✚	NY	0.8
Rotunda Capital Partners LLC ✚	MD	0.8
Regal Healthcare Capital Management LLC ✚	NY	0.8
GCG Management LLC ✚	IL	0.8
Newstone Capital Partners LLC ✚	TX	0.8
Crossplane Capital Management LP ✚	TX	0.8
Princeton Fund Advisors LLC ✚	CO	0.8
ICV Partners LLC ✚	FL	0.8
Longuevue Management Company LLC ✚	LA	0.8
Carbon Direct Capital Management LLC ✚	NY	0.8

Assets, Funds, Holdings