About

Patient capital. Disciplined underwriting. Long horizons.

Summit Crest Capital is the debt investment arm of Summit Crest Companies. We take advantage of various opportunities to invest in long-term debt on attractive risk-adjusted terms — across credit qualities, structures, and geographies where we can develop a real informational edge.

Our capital is patient. We don't chase yield, we don't time markets, and we don't reach. We size positions to survive scenarios that most models don't bother to run.

Principal

David C. Helm II

Owner · Principal Broker

David leads Summit Crest Companies as Owner and Principal Broker, overseeing the firm's real estate, capital, and private lending activities. He brings hands-on experience as both an operator and a principal investor, with offices in Ft. Myers, Florida and Midvale, Utah.