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. 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
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 4
Adam Hennessey
Managing Director and Chief Financial OfficerCRD 7225764

Erin White
Chief Compliance OfficerCRD 7152170

Peter Chung
Managing Director and Chief Executive OfficerCRD 4950552
Contacts
3 of 4
Craig Frances
Managing DirectorCRD 6852834

John Carroll
Managing DirectorCRD 6852829

Christopher Dean
Managing DirectorCRD 2644612
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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