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 11.8% gross (10.7% net) compared to 8.2% for the Russell 2000 Growth Index (period ending March 31, 2024). Performance has been achieved with a three-year standard deviation lower than the Russell 2000 Growth Index (19.1 versus 22.1).
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
Partner and Co-Portfolio Manager
JOHN D. GODIN
Investment Analyst
NINA E. THEISS, CIPM
Managing Director, Trading
ZANG XIONG
Managing Director, Operations
STEVEN D. SORENSON
Managing Director, Marketing and Client Service
ANDREW E. RANK, CFA
Chief Compliance Officer
CLIENT SERVICE AND COMPLIANCE
Summit Creek prides itself on providing exceptional client service. Through our back office and client service team’s average 22+ 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.