Summit Partners Credit Advisors, L.P.
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
FINTRXOverview
Summit Partners Credit Advisors, L.P. is a limited partnership registered with the SEC in 2010 that operates as a private equity fund manager focused on pooled investment vehicles. Its client base is institutional, and it serves primarily as an adviser and sponsor/manager of pooled funds rather than as a traditional capital allocator to separate accounts. The firm’s advisory mandate centers on portfolio management for pooled vehicles, and it also holds affiliated roles common to fund sponsors — acting as a general partner/managing member and operating in capacities associated with commodity pool operator/commodity trading adviser activity. Fee arrangements combine a percentage-of-assets model with performance-based fees. Summit Partners Credit Advisors does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Peter Chung
Managing Director and Chief Executive OfficerCRD 4950552

Erin White
Chief Compliance OfficerCRD 7152170

Adam Hennessey
Managing Director and Chief Financial OfficerCRD 7225764
Contacts
3 of 3
James Freeland
Limited PartnerCRD 6317616

Robert Hassell
Managing DirectorCRD 4721874

Adam Britt
Managing DirectorCRD 7089084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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