SUMMIT PEAK INVESTMENTS, LLC
CRD #310099 SEC #801-121852 817-350-4312
SEC Registered Private Funds
Total AUM
$807.5M
Discretionary
$807.5M
Employees
6
Clients
0
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $807.5M | $807.5M | $0 | 6 | 0 |
| May 2025 | $807.5M | $807.5M | $0 | 6 | 0 |
| Mar 2025 | $807.5M | $807.5M | $0 | 6 | 0 |
| Jul 2024 | $716M | $716M | $0 | 4 | 0 |
| Mar 2024 | $716M | $716M | $0 | 4 | 0 |
| Sep 2023 | $772.4M | $772.4M | $0 | 4 | 0 |
| Jul 2023 | $772.4M | $772.4M | $0 | 4 | 0 |
| Mar 2023 | $772.4M | $772.4M | $0 | 4 | 0 |
| Sep 2022 | $665.8M | $665.8M | $0 | 4 | 0 |
| Mar 2022 | $665.8M | $665.8M | $0 | 4 | 0 |
| Jan 2022 | $391.7M | $391.7M | $0 | 5 | 0 |
| Jun 2021 | $391.7M | $391.7M | $0 | 5 | 0 |
DateJul 2025
Total AUM$807.5M
Discretionary$807.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$807.5M
Discretionary$807.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$807.5M
Discretionary$807.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$716M
Discretionary$716M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$716M
Discretionary$716M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$772.4M
Discretionary$772.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$772.4M
Discretionary$772.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$772.4M
Discretionary$772.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$665.8M
Discretionary$665.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$665.8M
Discretionary$665.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees5
Clients0