Manager · Summit Peak Investments, LLC
Patrick B. Oconnor
CRD 4749188 · Named on Form ADV at one SEC-registered adviser
At a glance
Summit Peak Investments, LLC, an SEC-registered private fund adviser with $1.1 billion in regulatory assets, lists Patrick B. Oconnor on its Form ADV as Manager, a control person.
Firms and roles
- Summit Peak Investments, LLCManagerPrivate fund adviser · United States · $1.1B in regulatory assets
AtlasMembers
Patrick’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- APURVA A. MEHTAManager, Summit Peak Investments, LLC
- Pooja M. PareshChief Compliance Officer, Summit Peak Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.