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
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, L.P. is structured as a limited partnership operating as a private equity fund. The firm is SEC-registered and serves institutional clients, managing pooled investment vehicles and acting as sponsor/GP for certain funds. Its compensation mixes asset-based fees with performance-related fees. Summit Partner’s regulatory filings indicate it identifies as an active ESG investor and maintains roles consistent with other registered advisers and commodity pool/CTA activity in addition to sponsoring pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 4

John Carroll
Managing DirectorCRD 6852829
Craig Frances
Managing DirectorCRD 6852834
Christopher Dean
Managing DirectorCRD 2644612

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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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