Summit Creek Advisors, Llc
- Regulatory AUM
- $651M
- Discretionary
- $651M
- Clients
- 27
- Avg AUM / client
- $24.1M
- Accounts
- 34
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.4M | 0.22% |
| High net worth individuals | 12 | $32.4M | 4.97% |
| Banking or thrift institutions | Fewer than 5 clients | $78.6M | 12.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $17.7M | 2.73% |
| Charitable organizations | Fewer than 5 clients | $6.6M | 1.02% |
| State or municipal government entities | 7 | $425M | 65.3% |
| Other investment advisers | Fewer than 5 clients | $28.0M | 4.31% |
| Corporations and other businesses | Fewer than 5 clients | $61.2M | 9.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Nathan Benson | Managing Partner, Portfolio Manager/Analyst | CFA | Jun 2005 (21y) | 25% – 50% |
| Joseph John Docter | Managing Partner, Portfolio Manager/Analyst | CFA | Jun 2005 (21y) | 25% – 50% |
| John David Crowther | Partner, Co Portfolio Manager/Analyst | CFA | Apr 2019 (7y) | 5% – 10% |
| Rank, Andrew, Edward | Chief Compliance Officer | May 2021 (5y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $409M (63% of AUM) Mar 2026
- State Street $263M (33% of AUM) Mar 2018
- Banque Pictet & Cie Sa $106M (16% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗