Summit Peak Investments, LLC

Fee-Only (% of Portfolio)

Summit Peak Investments is an investment advisory firm that manages investments for pooled investment vehicles, focusing on venture capital and private equity. They make investments through venture capital and private investment funds, as well as direct investments in operating companies. The firm tailors its services to the investment mandates of its clients, consistent with their governing documents.

Assets Under Management$810M
Clients31
Advisors5
Avg. per Client$26M
Avg. per Advisor$160M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Advisors at this firm

Summit Peak Investments, LLC | TrueAdvisor