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SUMMIT PEAK INVESTMENTS, LLC
CRD 310099 · SEC 801-121852
TX, United States
Phone
817-350-4312
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$1.09B
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 32 | $1.09B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD