CONTACT US

© 2019 Summit Creek Advisors, LLC.  All rights reserved.

120 South 6th Street

Suite 2200
Minneapolis, MN 55402

Phone:    612-746-8990

Fax:         612-746-4765

Email: ssorenson@sumcreek.com

  • LinkedIn Social Icon
 
HISTORY AND PHILOSOPHY

Summit Creek Advisors, LLC was founded in 2005 with the goal of creating the ideal firm structure for generating superior returns over the long term.  Our core philosophy maintains that outperformance is best achieved by a small team of portfolio managers/analysts who own the business and spend the vast majority of their time researching stocks and making investment decisions while sticking to a disciplined process. The firm is owned by Mr. Joseph J. Docter (50%) and Mr. Adam N. Benson (50%) and the partners have a significant portion of their own net worth invested in our strategies.

Since inception in December of 2006, the Small Cap Growth Composite has an annualized return of 11.7% (gross of fees) compared to 8.0% for the Russell 2000 Growth Index and 6.0% for the S&P 500 for the period ending September 30, 2019.  Performance has been achieved with a three-year standard deviation lower than the Russell 2000 Growth Index (16.4 versus 17.5). 

Summit Creek Advisors is incorporated as a Limited Liability Company in the State of Minnesota.  Summit Creek is not affiliated with, or a subsidiary of, any other organization or economic entity.

OUR TEAM
JOSEPH J. DOCTER, CFA
Partner and Portfolio Manager
ADAM N. BENSON, CFA
Partner and Portfolio Manager
JOHN D. CROWTHER, CFA
Co-Portfolio Manager/Partner
STEVEN D. SORENSON
Director of Marketing and Client Service
JASON K. MITCHELL
Chief Compliance Officer
NINA E. THEISS, CIPM
Managing Director, Trading
zang2.jpg
ZANG XIONG
Operations Manager
 
 
CLIENT SERVICE AND COMPLIANCE

Summit Creek prides itself on providing exceptional client service.  Through our back office and client service team’s average 20+ years of experience, we strive to provide attentive service to each of our clients, as well as provide customized reporting solutions to meet each of our client’s needs.   We believe that client service is not only a department, it is a focus.

​A firm’s culture of compliance begins at the top.  With that in mind, Summit Creek’s Co-Founders lead by example in working to maintain a firm with high ethical standards that puts the needs of our clients first.  Through our dedicated Chief Compliance Officer, the firm has created a comprehensive compliance program that not only is designed to meet regulatory requirements, but also to go above and beyond putting our clients’ best interests ahead of our own.