Summit Creek Advisors

Summit Creek Advisors, LLC is an investment advisor firm based in Minneapolis, MN, established on August 11, 2009. The firm specializes in managing equity accounts for clients with assets of $1 million or more through its Small Cap Growth and SMid Cap Growth portfolio programs. They offer Portfolio Management Services where each client's account is managed based on the portfolio's goal, with the opportunity for clients to place reasonable restrictions on investments. Additionally, they provide Model Portfolio Strategist Services to certain institutional clients. Summit Creek Advisors has a fiduciary duty to act in the best interests of clients, including retirement plan sponsors. The firm charges advisory fees based on a percentage of assets under management, with a basic fee of 1% annually for the Small Cap Growth product. Clients are encouraged to review account reports and performance reviews regularly. Summit Creek Advisors does not compensate for client referrals and does not charge performance-based fees. The firm maintains custody of client assets for fee deduction purposes only and has a Proxy Voting Policy in place for voting client securities. Summit Creek Advisors does not require prepayment of fees exceeding $1,200 and has not been subject to a bankruptcy petition.