Apurva
Mehta

Summit Peak Investments, LLC

CRD#4763817
Investment Advisor
in Fort Worth, TX

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About this Advisor

Apurva Mehta is a financial advisor based in Fort Worth, Texas, working with Summit Peak Investments, LLC. Apurva has previously held positions at Cook Children's Health Care System and Summit Peak Investments, LLC. Apurva is registered to provide services in Texas. Currently, Apurva is part of Summit Peak Investments, LLC, which operates out of Fort Worth, Texas. The firm has 4 employees and manages assets totaling $716.0 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Summit Peak Investments, LLC includes asset-based and performance-based fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4900 Gage Avenue
Fort Worth, TX 76109

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Summit Peak Investments, LLC Brokerage Details

Total Assets Under Management

$715,983,115

Total Number of Employees

4

Total Number of Accounts

28

Average Account Size

$25,570,826

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Apurva Mehta Work History

2018 - Present (6 years)

Summit Peak Investments, LLC

2011 - 2018 (7 years)

Cook Children'S Health Care System

Disclosures

Please visit the SEC profile of Apurva Mehta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Peak Investments, LLC

Pooja Paresh
Denver, CO
Raegan Rast
Fort Worth, TX
Apurva Mehta
Fort Worth, TX
Patrick Oconnor
Camano Island, WA
Christopher Lightbound
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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