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| Summit Partners LP
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|---|---|
| CRD # | 135271 |
| SEC # | 801-64273 |
| CIK # | |
| AUM | $34.7 BB (2024-07-03) |
| Employees | 205 (55% Investors, 0% Brokers) |
| Phone | 617-824-1000 |
| Address | 222 Berkeley Street Boston, MA 02116-3748 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Summit Partners Europe Growth Equity Fund IV SCSP | [2024-03-28] | 1,342.1 | 1,511.5 |
| PE | Summit Partners Europe Growth Equity Investors IV SCSP | [2024-03-28] | 1,342.1 | 36.2 |
| PE | Summit Partners Subordinated Debt Fund VI-A LP | [2024-03-28] | 242.8 | 167.0 |
| PE | Summit Partners Subordinated Debt Fund VI-B LP | [2024-03-28] | 242.8 | 10.0 |
| PE | Summit Partners Subordinated Debt Investors VI LP | [2024-03-28] | 242.8 | 87.7 |
| PE | Summit Partners Co-Invest Green LP | [2023-03-28] | 0.0 | 47.0 |
| PE | Middlefield Road Private Opportunities LP | [2022-03-30] | 0.0 | 818.0 |
| PE | Summit Investors Credit IV LLC | [2022-03-30] | 0.0 | 0.3 |
| PE | Summit Investors Credit IV UK LP | 2022-03-30 | 0.0 | |
| PE | Summit Investors Xi LLC | [2022-03-30] | 0.0 | 8.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 76 | 34.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 34.7 |
| By Discretionary | ||
| Discretionary | 76 | 34.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 34.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.2 | |
| United States Persons | 22.6 | |
| Total | 76 | 34.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Peter Chung | 184 | |||
| John Carroll | 154 | |||
| Scott Collins | 152 | |||
| Martin Mannion | 94 | |||
| Adam Hennessey | 85 | |||
| Thomas Roberts | 82 | |||
| James Freeland | 42 | |||
| Gregg Nardone | 39 | |||
| Todd Hearle | 28 | |||
| Thomas Jennings | 123 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Partners LP
✚
|
MA | 34.7 |
|
Summit Partners Public Asset Management LLC
✚
|
MA | 2.7 |
|
Summit Partners Credit Advisors LP
✚
|
MA | 0.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Digitalbridge Investment Management LLC
✚
|
FL | 39.1 |
|
Blue Owl Credit Advisors LLC
✚
|
NY | 38.8 |
|
Sound Point Capital Management LP
✚
|
NY | 38.4 |
|
CIFC Asset Management LLC
✚
|
FL | 38.0 |
|
Fundsmith LLP
✚
|
37.5 | |
|
Antares Capital Advisers LLC
✚
|
IL | 37.1 |
|
Marshall Wace North America LP
✚
|
NY | 36.2 |
|
Octagon Credit Investors LLC
✚
|
NY | 35.4 |
|
Invesco Senior Secured Management Inc
✚
|
NY | 31.1 |
|
Intermediate Capital Group Inc
✚
|
NY | 30.4 |