Summit Creek Advisors manages equity accounts for various clients, including high net worth individuals, through its Small Cap Growth and SMid Cap Growth portfolio programs. SCA also provides trading recommendations to institutional clients. SCA does not manage investment assets for institutional clients receiving trading recommendations. The firm's major decisions are made jointly by Joseph Docter and Adam Benson.
Assets Under Management$790M
Clients27
Advisors3
Avg. per Client$29M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.00% |
| $50.0M - $100.0M | 0.95% |
| $100M+ | 0.75% |
Schedule is for the Small Cap Growth Strategy. The fee for the SMid Cap Growth product is 0.9% annually. Sub-advisory accounts are typically charged less than 1% (Small Cap) or 0.9% (SMid Cap).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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