# Summit Creek Advisors

> Summit Creek Advisors is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 135496
- Filed as: SUMMIT CREEK ADVISORS
- Legal name: Summit Creek Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135496
- AdvisorCensus page: https://advisorcensus.com/firm/summit-creek-advisors-minneapolis-mn-135496

## Quick answers

**How is Summit Creek Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Creek Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Summit Creek Advisors located?**
Summit Creek Advisors' principal office is in Minneapolis, MN, according to its Form ADV.

**Is Summit Creek Advisors registered with the SEC or a state?**
Summit Creek Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 135496.

**How much does Summit Creek Advisors manage?**
Summit Creek Advisors reports $650,882,573 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Summit Creek Advisors' assets and staff changed since 2021?**
In the Form ADV data for Summit Creek Advisors: Regulatory assets under management: $809,906,301 in the October 2021 data and $650,882,573 in the October 2026 data, down 20%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Summit Creek Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); state or municipal government entities (including government pension plans) (7); individuals (other than high net worth individuals) (6).

**Which custodians does Summit Creek Advisors use?**
Summit Creek Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon as a custodian holding 10% or more of its separately managed account assets.

**Does Summit Creek Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135496

**Does Summit Creek Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "SCA generally requires that clients have assets of $5 million or more. However, smaller accounts may be solicited or accepted at the discretion of SCA. There are no minimum fees."

**What changed in Summit Creek Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $789,760,655 to $650,882,573 (-18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> SCA generally requires that clients have assets of $5 million or more. However, smaller accounts may be solicited or accepted at the discretion of SCA. There are no minimum fees.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $650,882,573
- Discretionary: $650,882,573
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,440,028 |
| High net worth individuals | 12 | $32,369,055 |
| Banking or thrift institutions | Fewer than 5 | $78,594,454 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $17,747,157 |
| Charitable organizations | Fewer than 5 | $6,637,872 |
| State or municipal government entities (including government pension plans) | 7 | $424,852,542 |
| Other investment advisers | Fewer than 5 | $28,043,138 |
| Corporations or other businesses not listed above | Fewer than 5 | $61,198,327 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summitcreekadvisors.com
- LinkedIn @summit-creek-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $809,906,301 | 7 | May 28, 2021 |
| October 2022 | $1,034,188,410 | 7 | March 29, 2022 |
| October 2023 | $753,722,133 | 8 | March 27, 2023 |
| October 2024 | $763,042,111 | 8 | March 28, 2024 |
| October 2025 | $789,760,655 | 8 | March 21, 2025 |
| October 2026 | $650,882,573 | 7 | March 25, 2026 |

Regulatory assets under management: $809,906,301 in the October 2021 data and $650,882,573 in the October 2026 data, down 20%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $789,760,655 to $650,882,573 (-18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Creek Advisors (CRD 135496): Form ADV filing data as of October 2026.