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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICERS | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICERS | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICERS | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICERS | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICERS | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Paresh, Pooja, Malavika | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| MEHTA, APURVA, A | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | D | Control |
| MEHTA, APURVA, Ashok | I | MANAGER | C | Control |
| OCONNOR, PATRICK, BRIAN | I | MANAGER | C | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (1)
TX
Address
Phone: 817-350-4312