SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 175100
- Registered since
- February 27, 2015
- Website
- www.summitpartners.com
- Custodians
- BOFA SECURITIES, INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles81.13%
- State / Municipal Government15.34%
- Investment Companies3.54%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Summit Partners Public Asset Management, LLC is an SEC-registered hedge fund organized as an LLC (registration in 2015) that manages institutional capital through pooled vehicles and bespoke portfolios. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for investment companies, pooled investment vehicles, and institutional or business clients. Its remuneration mixes AUM-based fees with performance fees. FINTRX flags the firm as an active ESG investor and notes roles including sponsor/GP and managing member of pooled vehicles.
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
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents21%
- Derivatives2%
Owners & executives
3 of 4SCOTT COLLINS
Managing Director, Chief Operating OfficerCRD 5502675
PETER CHUNG
Managing Director and Chief Executive OfficerCRD 4950552
ERIN WHITE
Chief Compliance OfficerCRD 7152170
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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