Overview
Summit Peak Investments, LLC (the “Adviser”) is an investment advisory firm with its principal
place of business in Fort Worth, Texas. The Adviser was founded in 2018 by Patrick O’Connor
and Apurva Mehta (each a “Managing Member”). The Adviser is owned by the Managing
Members.
The Adviser provides discretionary investment advisory services to its advisory clients
(collectively, “Clients”) which are pooled investment vehicles for which the Adviser serves as the
investment adviser. The Adviser tailors its advisory services to the specified investment mandates
of its Clients, consistent with the Client’s governing documents, which may include, among other
things, a private placement memorandum, limited partnership agreement, management or
investment advisory agreement, and/or subscription agreement (individually and collectively, the
“Governing Documents”). Any investor
or prospective investor of a Client should closely review
the applicable Governing Documents with respect to, among other things, the terms, conditions
and risks of investing.
The Adviser is a private investment manager that focuses on making venture capital and private
equity investments through (i) venture capital and private investment funds and (ii) direct venture
capital and growth equity investments in operating companies and other business organizations.
Direct investments will also include co-investments in portfolio companies alongside venture
capital and private equity funds the Adviser invests in. The Adviser may also invest in other
investment products.
As of December 31, 2023, The Adviser managed approximately $715,983,115 in regulatory assets
under management on a discretionary basis.
The Adviser does not participate in wrap fee programs.