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Summit Peak Investments, LLC

● SEC registered since 2021CRD 310099SEC# 801-121852
Export (members)
Ranks #2,951 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$807.5M
Fund GAV
$807.5M
Private funds
31
Employees
6
Accounts
31
Location

Summit Peak Investments, LLC assets under management

Summit Peak Investments, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $807.5 million in regulatory assets under management and employs 6 people. Summit Peak Investments, LLC manages 31 private funds with combined gross assets of $807.5 million, including Summit Peak Ventures I, LP. By regulatory assets, it ranks 2,951 of 5,911 private fund managers.

Summit Peak Investments, LLC private funds

31 funds · $807.5M GAV
FundTypeGross assetsMin.
Summit Peak Ventures I, LPVenture Capital$203.1M$1M
Summit Peak Ventures II, LPVenture Capital$164.7M$1M
Summit Peak Ventures III, LPVenture Capital$114.1M$1M
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Summit Peak Investments, LLC owners & executives

3 reported
NameTitleOwnershipSince
Apurva Ashok Mehta ControlManager25-50%2018
Patrick Brian Oconnor ControlManager25-50%2018
Pooja Malavika Paresh ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Summit Peak Investments, LLC manage?

Summit Peak Investments, LLC reports $807.5 million in regulatory assets under management on its Form ADV.

How many private funds does Summit Peak Investments, LLC manage?

Summit Peak Investments, LLC manages 31 private funds with combined gross assets of $807.5 million.

How many employees does Summit Peak Investments, LLC have?

Summit Peak Investments, LLC reports 6 employees.

Does Summit Peak Investments, LLC disclose fund performance?

Summit Peak Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone817-350-4312
Office hours8a.m. - 6p.m. Est
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$807.5M
Non-discretionary$0
Total (RAUM)$807.5M