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| Summit Peak Investments LLC
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| CRD # | 310099 |
| SEC # | 801-121852 |
| CIK # | |
| AUM | 1,089.2 M (2026-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 817-350-4312 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Summit Peak Ventures IV LP | [2026-03-26] | 33.7 M | |
| Offered $150,000,000 · Filed 2025-09-09 (D) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Remaining $150,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SP Mount Logan LLC | [2025-03-27] | 2.3 M | 2.4 M |
| Offered $2,290,000 · Filed 2024-06-27 (D) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP Mount Victoria LLC | [2025-03-27] | 3.5 M | 5.4 M |
| Offered $3,460,000 · Filed 2024-11-08 (D) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP Panacea LLC | [2025-03-27] | 2.1 M | 2.1 M |
| Offered $2,100,000 · Filed 2024-08-29 (D) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP Hawk Mountain LLC | [2024-03-27] | 2.6 M | |
| Offered $2,550,000 · Filed 2023-09-22 (D) · Exemption 506(b), 3(c)(1) · Remaining $2,550,000 · Duration One year or less · Revenue Not Applicable | ||||
| VC | SP Mount Guardian LLC | [2024-03-27] | 2.3 M | 12.4 M |
| Offered $2,275,000 · Filed 2023-12-13 (D) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Duration One year or less · Revenue Not Applicable | ||||
| VC | Summit Peak Ventures III LP | [2023-03-30] | 107.5 M | 120.1 M |
| Offered $175,000,000 · Filed 2024-11-21 (D/A) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Remaining $67,490,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP Diamond Mountain LLC | [2022-03-28] | 2.2 M | 2.5 M |
| Filed 2021-08-25 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP GFW LLC | [2022-03-28] | 1.4 M | 2.0 M |
| Filed 2022-02-11 (D/A) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SP Hidden Peak II LLC | [2022-03-28] | 4.3 M | 5.5 M |
| Filed 2021-07-22 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 32 | 1,089.2 |
| (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 | 32 | 1,089.2 |
| By Discretionary | ||
| Discretionary | 32 | 1,089.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 1,089.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,089.2 | |
| Total | 32 | 1,089.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Apurva Mehta | Director, Executive Officer | 39 | 3 | |
| Patrick O'Connor | Director, Executive Officer | 56 | 2 | |
| Summit Peak Ventures Coinvest GP I LLC | Executive Officer | 10 | 2 | |
| SP Hypernova GP LLC | Executive Officer | 3 | 2 | |
| Summit Peak Ventures GP II LLC | Executive Officer | 7 | 1 | |
| Summit Peak Ventures GP LLC | Executive Officer | 3 | 1 | |
| SP Sourcegraph Coinvest Manager LLC | Executive Officer | 3 | 1 | |
| Spwi Whitney Manager LLC | Executive Officer | 2 | 1 | |
| SP Credit Partners LLC | Executive Officer | 1 | 1 | |
| SP Acre Manager LLC | Executive Officer | 1 | 1 | |
| Summit Peak Ventures GP III LLC | Executive Officer | 1 | 1 | |
| Summit Peak Ventures GP IV LLC | Executive Officer | 1 | 1 | |
| Bay Capital Ventures GP LLC | Executive Officer | 1 | 1 | |
| Summit Peak Coinvest GP I LLC | Executive Officer | 1 | 1 | |
| Bcv Coinvest Manager LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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