Summit Peak Investments, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 32
- Avg AUM / client
- $34.0M
- Accounts
- 32
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 32 | $1.1B | 100.0% |
Private funds (28)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $556M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Summit Peak Ventures I, Lp | Venture Capital Fund | Delaware | $195M | 87 |
| Summit Peak Ventures Ii, Lp | Venture Capital Fund | Delaware | $124M | 104 |
| Sp Hypernova, Llc | Venture Capital Fund | Delaware | $49.5M | 59 |
| Summit Peak Ventures Opportunity Fund I, Lp | Venture Capital Fund | Delaware | $41.7M | 45 |
| Sp Sourcegraph Coinvest, Llc | Venture Capital Fund | Delaware | $32.7M | 11 |
| Sp Hypernova Ii, Llc | Venture Capital Fund | Delaware | $24.5M | 30 |
| Summit Peak Ventures Iii, Lp | Venture Capital Fund | Delaware | $8.4M | 76 |
| Sp Slack Mountain, Llc | Venture Capital Fund | Delaware | $6.2M | 22 |
| Sp Crestone Peak, Llc | Venture Capital Fund | Delaware | $5.7M | 19 |
| Sp Satoshi River, Llc | Venture Capital Fund | Delaware | $5.6M | 7 |
| Pcof I, Llc | Private Equity Fund | Delaware | $5.6M | 7 |
| Sp Hypernova Iii, Llc | Venture Capital Fund | Delaware | $5.6M | 28 |
| Sp Charleston Peak, Llc | Private Equity Fund | Delaware | $4.5M | 1 |
| Sp Taum Sauk Mountain, Llc | Venture Capital Fund | Delaware | $4.4M | 5 |
| Sp Pritchard Hill, Llc | Venture Capital Fund | Delaware | $4.3M | 23 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Apurva Ashok Mehta | Manager | May 2018 (8y) | 50% – 75% | |
| Patrick Brian Oconnor | Manager | May 2018 (8y) | 50% – 75% | |
| Pooja Malavika Paresh | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Christopher William Lightbound | Registered representative | Aug 2021 (5y) | ||
| Raegan Nicole Rast | Registered representative | Aug 2021 (5y) |
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.
Private funds (28, $556M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Summit Peak Ventures I, Lp | Venture Capital Fund | $195M | $1.0M | 87 |
| Summit Peak Ventures Ii, Lp | Venture Capital Fund | $124M | $1.0M | 104 |
| Sp Hypernova, Llc | Venture Capital Fund | $49.5M | $0 | 59 |
| Summit Peak Ventures Opportunity Fund I, Lp | Venture Capital Fund | $41.7M | $1.0M | 45 |
| Sp Sourcegraph Coinvest, Llc | Venture Capital Fund | $32.7M | $0 | 11 |
| Sp Hypernova Ii, Llc | Venture Capital Fund | $24.5M | $0 | 30 |
| Summit Peak Ventures Iii, Lp | Venture Capital Fund | $8.4M | $1.0M | 76 |
| Sp Slack Mountain, Llc | Venture Capital Fund | $6.2M | $0 | 22 |
| Sp Crestone Peak, Llc | Venture Capital Fund | $5.7M | $0 | 19 |
| Sp Satoshi River, Llc | Venture Capital Fund | $5.6M | $0 | 7 |
| Pcof I, Llc | Private Equity Fund | $5.6M | $0 | 7 |
| Sp Hypernova Iii, Llc | Venture Capital Fund | $5.6M | $0 | 28 |
| Sp Charleston Peak, Llc | Private Equity Fund | $4.5M | $0 | 1 |
| Sp Taum Sauk Mountain, Llc | Venture Capital Fund | $4.4M | $0 | 5 |
| Sp Pritchard Hill, Llc | Venture Capital Fund | $4.3M | $0 | 23 |
| Sp Hidden Peak Ii, Llc | Venture Capital Fund | $4.1M | $0 | 23 |
| Spvi Foraker, Llc | Venture Capital Fund | $4.1M | $0 | 11 |
| Sp Rainier, Llc | Private Equity Fund | $3.7M | $0 | 1 |
| Sp Mount Mitchell, Llc | Venture Capital Fund | $3.7M | $0 | 26 |
| Sp Hidden Peak, Llc | Venture Capital Fund | $3.4M | $0 | 7 |
| Sp Mauna Kea, Llc | Venture Capital Fund | $2.8M | $0 | 14 |
| Spta Denali, Llc | Venture Capital Fund | $2.7M | $0 | 10 |
| Sp Hawk Mountain, Llc | Venture Capital Fund | $2.6M | $0 | 21 |
| Sp Diamond Mountain, Llc | Venture Capital Fund | $2.6M | $0 | 8 |
| Sp Sage Mountain, Llc | Venture Capital Fund | $2.4M | $0 | 5 |
Top 25 of 28 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 7.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗