DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SUMMIT CREEK CAPITAL LLC

CRD 151158

KETCHUM, ID

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:c34a9110-9dcf-4d74-10c8-702048c970a7

Data as of May 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2012 to May 30, 2012
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.1MItem 5.F on the latest filing (2012-05-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 37
SEC number: 801-71156
CRD: 151158
Filings on the tape: 5
First filed: Feb 10, 2012
Latest filed: May 30, 2012
Organised: Limited Liability Company, Idaho

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JAMESON, IAN, WALT	Cco	B	yes	02/2012	Feb 10, 2012	May 30, 2012
MORTON, DUNCAN, NMN	Member	A	yes	07/2009	Feb 10, 2012	May 30, 2012
ARGENT DEVELOPMENT CORP. OF VIRGINIA	Member	A	no	12/2009	Feb 10, 2012	May 30, 2012
MCNEAL, MATTHEW, ROSS	Principal	B	no	03/2010	Feb 10, 2012	May 30, 2012
MORTON, DUNCAN, NMN	Member	B	no	03/2012	Feb 10, 2012	May 30, 2012
SHUFORD, ABNER, POPE	Member	Na	no	10/2009	Feb 10, 2012	May 30, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 21, 2012	$4.1M	$4.1M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$4.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Owns (4)

← MORTON, DUNCAN, NMNOwnerMEMBER, ownership code B, individual
Feb 10, 2012 to presentfactForm ADV
← MCNEAL, MATTHEW, ROSSOwnerPRINCIPAL, ownership code B, individual
Feb 10, 2012 to presentfactForm ADV
← SHUFORD, ABNER, POPEOwnerMEMBER, ownership code NA, individual
Feb 10, 2012 to presentfactForm ADV
← ARGENT DEVELOPMENT CORP. OF VIRGINIAOwnerMEMBER, ownership code A, domestic entity
Feb 10, 2012 to presentfactForm ADV

Controls (2)

← JAMESON, IAN, WALTOwnerCCO, ownership code B, individual
Feb 10, 2012 to presentfactForm ADV
← MORTON, DUNCAN, NMNOwnerMEMBER, ownership code A, individual
Feb 10, 2012 to presentfactForm ADV

Registered with (3)

← IAN WALT JAMESONAdvisorregistration: previous registration
Oct 2, 2009 to Jul 16, 2012factForm ADV
← MATTHEW ROSS MCNEALAdvisorregistration: previous registration
Oct 2, 2009 to Jul 16, 2012factForm ADV
← PENNY KATHERINE MANDELLAdvisorregistration: previous registration
Oct 5, 2009 to Feb 9, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c34a9110-9dcf-4d74-10c8-702048c970a7
First observed: Feb 10, 2012
Last observed: May 30, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds 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.

SUMMIT CREEK CAPITAL LLC

CRD 151158

KETCHUM, ID

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:c34a9110-9dcf-4d74-10c8-702048c970a7

Data as of May 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JAMESON, IAN, WALT

Cco

yes

02/2012

Feb 10, 2012

May 30, 2012

MORTON, DUNCAN, NMN

Member

yes

07/2009

Feb 10, 2012

May 30, 2012

ARGENT DEVELOPMENT CORP. OF VIRGINIA

Member

12/2009

Feb 10, 2012

May 30, 2012

MCNEAL, MATTHEW, ROSS

Principal

03/2010

Feb 10, 2012

May 30, 2012

MORTON, DUNCAN, NMN

Member

03/2012

Feb 10, 2012

May 30, 2012

SHUFORD, ABNER, POPE

Member

10/2009

Feb 10, 2012

May 30, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 21, 2012

$4.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$4.1M

n/a