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| Summit Partners Credit Advisors LP
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|---|---|
| CRD # | 153195 |
| SEC # | 801-71248 |
| CIK # | |
| AUM | 419.0 M (2026-03-26) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 617-824-1000 |
| Address | 222 Berkeley Street Boston, MA 02116-3748 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Summit Partners Credit Offshore Fund III AIV LP | 2023-03-27 | 0.0 M | |
| PE | Summit Partners Credit Fund IV LP | [2022-03-28] | 313.5 M | 213.2 M |
| Filed 2022-06-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Offshore Fund IV LP | [2022-03-28] | 313.5 M | 31.1 M |
| Filed 2022-06-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Fund III LP | [2018-03-27] | 44.7 M | |
| Filed 2017-12-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Offshore Fund III LP | [2018-03-27] | 33.0 M | |
| Filed 2017-12-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Fund B-2 LP | [2015-03-31] | 15.1 M | |
| Offered $120,000,000 · Filed 2014-07-14 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $120,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Fund A-2 LP | [2014-03-28] | 200.0 M | 4.4 M |
| Offered $761,500,000 · Filed 2014-01-03 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $561,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Fund II LP | [2014-03-28] | 429.0 M | 64.2 M |
| Offered $761,500,000 · Filed 2014-01-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $332,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Offshore Fund II LP | [2014-03-28] | 132.5 M | 13.3 M |
| Offered $761,500,000 · Filed 2014-01-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $629,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Credit Fund A-1 LP | [2012-03-30] | 150.0 M | 1.1 M |
| Offered $150,000,000 · Filed 2012-01-23 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $13,545,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 419.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 419.0 |
| By Discretionary | ||
| Discretionary | 11 | 419.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 419.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 77.4 | |
| United States Persons | 341.6 | |
| Total | 11 | 419.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Peter Chung | Executive Officer | 196 | 6 | |
| Thomas Roberts | Executive Officer | 84 | 6 | |
| Scott Collins | Executive Officer | 164 | 5 | |
| Martin Mannion | Executive Officer | 101 | 5 | |
| Robin Devereux | Executive Officer | 97 | 5 | |
| Adam Hennessey | Executive Officer | 95 | 5 | |
| Bruce Evans | Executive Officer | 72 | 5 | |
| James Freeland | Executive Officer | 42 | 5 | |
| Gregg Nardone | Executive Officer | 39 | 5 | |
| Todd Hearle | Executive Officer | 28 | 5 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 54930045BUQFP0DPXR62 |
| Related Firms | State | AUM |
|---|---|---|
|
Summit Partners LP
✚
|
MA | 42.01 B |
|
Summit Partners Public Asset Management LLC
✚
|
MA | 4,617.4 M |
|
Summit Partners Credit Advisors LP
✚
|
MA | 419.0 M |
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|---|---|---|
|
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NV | 442.1 M |
|
Tourmalet Advisors LP
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CT | 441.0 M |
|
Off Road Capital Management LLC
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NY | 435.8 M |
|
Engaged Capital LLC
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CA | 432.3 M |
|
Coalescence Partners Investment Management LP
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|
NY | 428.4 M |
|
Metavasi Capital LP
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|
NY | 420.6 M |
|
Broadcrest Asset Management LLC
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|
FL | 415.5 M |
|
Taiyo Pacific Partners LP
✚
|
WA | 395.3 M |
|
Sandler Capital Management
✚
|
NY | 395.0 M |
|
Elizabeth Park Capital Advisors Ltd
✚
|
OH | 393.9 M |