Summit Partners, L.P.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 135271
- Registered since
- May 12, 2005
- 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, L.P. is a limited partnership that operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (registration year 2005) and provides portfolio management for pooled investment vehicles while also acting as sponsor, general partner and related operating adviser to its funds. Its revenue model combines a percentage-of-assets management fee with performance-based fees. Summit reports being an active ESG investor and concentrates its business on running private funds rather than functioning as a separate capital allocator.
Assets & Accounts
Public Holdings
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
Location
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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