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SUMMIT CREEK ADVISORS
Legal name: SUMMIT CREEK ADVISORS, LLC
CRD 135496File 801-70380
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$650.9M
Above cohort median (national)
Discretionary AUM
$650.9M
Clients
27
34 accounts
Employees
7
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 11, 2009
- Principal office
- 120 SOUTH SIXTH STREET, SUITE 2200, MINNEAPOLIS, MN, 55402
- Phone
- 612-746-8990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $650.9M
- Discretionary AUM
- $650.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $24.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $61.2M |
| Charitable organizations | Fewer than 5 | $6.6M |
| Other investment advisers | Fewer than 5 | $28.0M |
| High net worth individuals | 12 | $32.4M |
| Pooled investment vehicles | 2 | $17.7M |
| Banking or thrift institutions | Fewer than 5 | $78.6M |
| State or municipal government entities | 7 | $424.9M |
| Individuals (other than high net worth individuals) | 6 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | AUM | $789,760,655 | $650,882,573 | decreased by$138,878,082 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 27 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,034,188,410 | $789,760,655 | decreased by$244,427,755 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 34 | increased by4 |
| Apr 1, 2022 | Clients | 14 | 21 | increased by7 |
| Apr 1, 2022 | AUM | $809,906,301 | $1,034,188,410 | increased by$224,282,109 |
| Apr 1, 2022 | Accounts | 19 | 30 | increased by11 |
| Jun 1, 2021 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMMIT CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMIT CREEK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.