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Managing Partner, Portfolio Manager/analyst · Summit Creek Advisors

Adam N. Benson

CRD 2441190 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Creek Advisors, an SEC-registered asset manager based in Minneapolis, MN with $651 million in regulatory assets, lists Adam N. Benson on its Form ADV as Managing Partner, Portfolio Manager/analyst, a control person.

Firms and roles

  • Summit Creek AdvisorsManaging Partner, Portfolio Manager/analystAsset manager · Minneapolis, MN · $651M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joseph J. DocterManaging Partner, Portfolio Manager/analyst, Summit Creek Advisors
  • John D. CrowtherPartner, Co-Portfolio Manager/analyst, Summit Creek Advisors
  • Andrew E. RankChief Compliance Officer & Chief Operating Officer, Summit Creek Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.