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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.