DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

PATRICK BRIAN OCONNOR

Advisor at SUMMIT PEAK INVESTMENTS, LLC

Camano Island, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64d58c43-a45e-5f27-78e4-6bab91909db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Sep 1, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Patrick Brian Oconnor

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Patrick Brian Oconnor

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT PEAK INVESTMENTS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Dual registered: no
IAPD individual key: 4749188

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT PEAK INVESTMENTS, LLC	Asset manager	Aug 23, 2021	n/a	yes	Camano Island, WA	Current employment

Relationships

Registered with (1)

→ SUMMIT PEAK INVESTMENTS, LLCRegistered adviserregistration: current employment
Aug 23, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64d58c43-a45e-5f27-78e4-6bab91909db6
First observed: Sep 1, 2009
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PATRICK BRIAN OCONNOR

Advisor at SUMMIT PEAK INVESTMENTS, LLC

Camano Island, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64d58c43-a45e-5f27-78e4-6bab91909db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUMMIT PEAK INVESTMENTS, LLC

Asset manager

Aug 23, 2021

n/a

yes

Camano Island, WA

Current employment