Data / Investment advisers / Minnesota / Summit Creek Advisors
Summit Creek Advisors, Minneapolis, MN: $651 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Summit Creek Advisors is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $651 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include state and municipal governments, banks and thrifts and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Summit Creek Advisors (CRD number 135496): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 135496
- SEC file number
- 801-70380
- SEC status
- Approved, effective August 11, 2009
- Legal name
- Summit Creek Advisors, LLC
- Main office
- 120 South Sixth Street Suite 2200, Minneapolis, MN 55402
- Phone
- (612) 746-8990
- Website
- summitcreekadvisors.com
- Regulatory AUM
- $650,882,573 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $650,882,573
- Accounts
- 34
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 7 | $424.9 million |
| Banking or thrift institutions | Fewer than 5 | $78.6 million |
| Corporations or other businesses | Fewer than 5 | $61.2 million |
| High net worth individuals | 12 | $32.4 million |
| Other investment advisers | Fewer than 5 | $28 million |
| Pooled investment vehicles | 2 | $17.7 million |
| Charitable organizations | Fewer than 5 | $6.6 million |
| Individuals (other than high net worth individuals) | 6 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $650.9 million | March 25, 2026 |
| December 1, 2025 | $789.8 million | March 21, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Goldner Hawn | Minneapolis | $898.9 million | 3 | adviserinfo.sec.gov |
| All Star Financial | Minneapolis | $881.7 million | Not listed | adviserinfo.sec.gov |
| Running Oak Capital LLC | Minneapolis | $874.7 million | Not listed | adviserinfo.sec.gov |
| Strong Tower Advisory Services | Minneapolis | $759.2 million | Not listed | adviserinfo.sec.gov |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | Not listed | adviserinfo.sec.gov |
| White Oaks Wealth Advisors, Inc. | Minneapolis | $618.3 million | Not listed | adviserinfo.sec.gov |
| Allodium Investment Consultants, LLC | Minneapolis | $576.8 million | Not listed | adviserinfo.sec.gov |
| Northern Lakes Capital, L.P. | Minneapolis | $575.4 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving banks and thrifts
- Summit Creek Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.