SummitRunAdvisory

Strategic consulting for investment managers on capital formation, investor relations, and fundraising best practices.

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SummitRunInvestors

Principal investing across private markets — deploying capital selectively based on conviction, across asset classes and structures.

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Advisory

SummitRun Advisory

Strategic consulting for investment managers on capital formation, investor relations, and fundraising best practices.

We advise on capital formation strategy and positioning, drawing on deep experience and long-standing relationships. Our work is focused on guidance, best practices, and process — helping clients navigate complex markets with clarity.

Capital Formation Strategy
Advisory on capital formation positioning, process, and institutional best practices across fund types and markets.
Investor Relations
Guidance on LP communication strategies and engagement practices suited to the institutional market.
Global Market Expertise
Deep familiarity with regional allocator preferences, processes and decision-making frameworks built over many years, especially within Asia.
Investors

SummitRun Investors

SummitRun Investors engages in principal investing across private markets on a selective, opportunistic basis.

We invest where we have conviction — across private equity, private credit, and related structures. We take a long-term view and work with a limited number of partners at any time.

Approach
Opportunistic and conviction-driven, without a geographic or asset class constraint.
Orientation
Long-term and patient, aligned with the timelines of our partners
Style
Selective and relationship-driven, we maintain a concentrated set of commitments
Leadership

The Team

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Josh Porter

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Matthew Ward

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Casey Gordon

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Pete Uher

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Contact

Let's Connect

We welcome inquiries from investment managers, allocators, and prospective partners.

Important Disclosure

All content on this site is for informational purposes only and does not constitute legal, tax, investment, or financial advice, nor any offer, solicitation, or recommendation to buy or sell any security or financial instrument. SummitRun does not act as a placement agent or registered broker-dealer. Nothing herein should be construed as an inducement to invest in any fund or security. Information is subject to change without notice.