Patrick Brian Oconnor
Investment adviser representative at Summit Peak Investments, LLC
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Summit Peak Investments, LLCJul 2018 to now
- Cook Children's HealthSep 2009 to Jul 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Summit Peak Investments, LLC
$1.1BAssets managed
32Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4749188
- Firm CRD
- 310099