9AT: SUMMIT PEAK INVESTMENTS, LLC

other names

SUMMIT PEAK INVESTMENTS, LLC

Adviser Profile

As of Date	07/08/2025
ADV Location	FORT WORTH, TX, United States
Adviser Type - Large advisory firm
Number of Employees	6 50%
of those in investment advisory functions	6 50%
Registration	SEC, Approved, 07/23/2021
Other registrations (1)	SEC, ERA - Withdrawn, 06/24/2021
Former registrations	SUMMIT PEAK INVESTMENTS, LLC

AUM^*	807,486,186 5%
of that, discretionary	807,486,186 5%
Private Fund GAV^*	1,140,336,186 101%
Avg Account Size	26,047,941 -9%
SMA’s	No
Private Funds	40 13
Contact Info	862 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count3	GAV$15,708,234
Fund TypeVenture Capital Fund	Count37	GAV$1,124,627,952

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FLYOVER CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund23.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund119.0m	Other Fund-	Total Private Fund GAV261.6m	AUM142.6m	#Funds7
Adviser RED & BLUE VENTURES	Hedge Fund-	Liquidity Fund-	Private Equity Fund523.0k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund42.9m	Other Fund-	Total Private Fund GAV86.3m	AUM-	#Funds8
Adviser ANDREESSEN HOROWITZ	Hedge Fund-	Liquidity Fund-	Private Equity Fund22.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund61.5b	Other Fund-	Total Private Fund GAV145.4b	AUM74.7b	#Funds120
Adviser ROSECLIFF VENTURE MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund116.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund564.4m	Other Fund-	Total Private Fund GAV1.2b	AUM680.4m	#Funds9
Adviser ANTHOS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund764.5m	Other Fund-	Total Private Fund GAV3.7b	AUM2.9b	#Funds9
Adviser ALPACA	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund147.5m	Other Fund-	Total Private Fund GAV300.8m	AUM153.7m	#Funds12
Adviser INSIGNIA VENTURES PARTNERS PTE. LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund40.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.2b	Other Fund-	Total Private Fund GAV2.4b	AUM-	#Funds7
Adviser CAMBIUM CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund104.4m	Other Fund-	Total Private Fund GAV208.7m	AUM-	#Funds9
Adviser INSPIRATION VENTURE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund14.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund130.1m	Other Fund-	Total Private Fund GAV274.1m	AUM-	#Funds6
Adviser BAIN CAPITAL VENTURES, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund8.3b	Other Fund-	Total Private Fund GAV18.1b	AUM9.7b	#Funds38

Brochure Summary

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.

SUMMIT PEAK INVESTMENTS, LLC

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