SUMMIT CREEK ADVISORS, LLC
C37
CRD 135496·SEC 801-70380·MINNEAPOLIS, MN
AUM
$650.9M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $500.1M
'21 · $663.7M
'22 · $809.9M
'23 · $1.03B
'25 · $789.8M
'26 · $650.9M
'20'26
$500.1M → $650.9M▲ +30%
Client mix
| Individuals High Net Worth | 12 |
| State Or Municipal Govt | 7 |
| Individuals Other | 6 |
| Pooled Investment Vehicles | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
120 SOUTH SIXTH STREETSUITE 2200MINNEAPOLIS, MN 55402
Business
120 SOUTH SIXTH STREETSUITE 2200MINNEAPOLIS, MN 55402
Edgar Recent Filings
13F-HR2026-05-06 · 0001333709-26-000005
13F-HR2026-02-06 · 0001333709-26-000002