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 organized as a limited partnership that operates primarily as a private equity fund manager serving institutional investors. The firm provides portfolio management for pooled investment vehicles and also functions as a sponsor/GP and, in some capacities, as an alternative investment vehicle operator (including activities that align with CPO/CTA roles). Its fee model combines a percentage-of-assets charge with performance-based fees. Summit reports being an active ESG investor and is SEC-registered (registered in 2005).
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 4ADAM 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 4CRAIG 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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