SUMMIT PARTNERS CREDIT ADVISORS, L.P.

RIASEC RegisteredEst. 2010

Total AUM

$419M

Discretionary

$419M

100% of AUM

Avg account

$38.1M

Accounts

11

Employees

9

Advisory reps

7

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 153195
Registered since: April 1, 2010
Website: www.summitpartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Summit Partners Credit Advisors, L.P. is a limited partnership that registered with the SEC in 2010 and operates as a private equity fund manager serving institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles; it also functions in sponsor/GP and commodity pool operator/CTA capacities for pooled products. Compensation is a mix of a percentage-of-AUM fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

PETER CHUNG
Managing Director and Chief Executive OfficerCRD 4950552
SCOTT COLLINS
Managing Director, Chief Operating OfficerCRD 5502675
ERIN WHITE
Chief Compliance OfficerCRD 7152170

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Contacts

3 of 3

JAMES FREELAND
Limited PartnerCRD 6317616
ADAM BRITT
Managing DirectorCRD 7089084
ROBERT HASSELL
Managing DirectorCRD 4721874

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: SUFFOLK
Address: 222 Berkeley St
Time zone: ET (UTC-5)
Office locations

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