SUMMIT CREEK ADVISORS
SEC RegisteredAbout the firm
Summit Creek Advisors is an employee-owned investment firm based in Minneapolis, Minnesota specializing in Small and SMid Cap Growth strategies. Founded in 2005 by Portfolio Managers Joseph J. Docter and Adam N. Benson, the firm's disciplined investment process focuses on investing in high-quality, consistent growth companies while paying close attention to valuation. The firm is incorporated as a Limited Liability Company in the State of Minnesota and is not affiliated with, or a subsidiary of, any other organization or economic entity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Summit Creek Advisors offers Small Cap Growth and SMid Cap Growth investment strategies, focusing on achieving superior investment performance over the long term through a disciplined process of investing in high-quality, consistent growth companies. The firm also provides customized reporting solutions and client service.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $1.4M |
| High Net Worth Individuals | 12 | $32M |
| Pension/Profit Sharing Plans | 2 | $18M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $50M (Small Cap Growth) | 1.00% |
| Above $50M up to $100M (Small Cap Growth) | 0.95% |
| Over $100M (Small Cap Growth) | 0.75% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUMMIT CREEK ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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