Summit Partners, L.P.

RIASEC RegisteredEst. 2005
Total AUM
$42B
Discretionary
$42B
100% of AUM
Avg account
$483M
Accounts
87
Employees
218
Advisory reps
8

Firm details

Headquarters
Boston, Massachusetts
CRD number
135271
Registered since
May 12, 2005
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, L.P. operates as a limited partnership that functions primarily as a private equity investment manager. The entity is SEC-registered since 2005 and serves an institutional client base. Its compensation structure combines a percentage-of-assets fee with performance-based fees. Regulatory filings list its primary advisory activity as portfolio management for pooled investment vehicles. The firm is flagged as an active ESG investor and maintains industry roles beyond traditional adviser functions, including activity as an other investment adviser/CPO or CTA and as a sponsor/GP/managing member of pooled vehicles. The record identifies the owner type as a domestic entity and individual; it is not tracked as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Adam Hennessey

    Adam Hennessey

    Managing Director and Chief Financial OfficerCRD 7225764

  • Erin White

    Erin White

    Chief Compliance OfficerCRD 7152170

  • Peter Chung

    Peter Chung

    Managing Director and Chief Executive OfficerCRD 4950552

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Contacts

3 of 4
  • Craig Frances

    Craig Frances

    Managing DirectorCRD 6852834

  • John Carroll

    John Carroll

    Managing DirectorCRD 6852829

  • Christopher Dean

    Christopher Dean

    Managing DirectorCRD 2644612

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth