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| Summit Partners LP
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|---|---|
| CRD # | 135271 |
| SEC # | 801-64273 |
| CIK # | |
| AUM | $31.8 BB (2023-03-28) |
| Employees | 191 (56% Investors, 0% Brokers) |
| Phone | 617-824-1000 |
| Address | 222 Berkeley Street Boston, MA 02116-3748 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Summit Partners Co-Invest Green LP | [2023-03-28] | 0.0 | 58.7 |
| PE | Middlefield Road Private Opportunities LP | [2022-03-30] | 0.0 | 500.5 |
| PE | Summit Investors Credit IV LLC | [2022-03-30] | 0.0 | 0.1 |
| PE | Summit Investors Credit IV UK LP | 2022-03-30 | 0.0 | |
| PE | Summit Investors Xi LLC | [2022-03-30] | 0.0 | 0.9 |
| PE | Summit Investors Xi UK LP | 2022-03-30 | 0.1 | |
| PE | Summit Partners Co-Invest Athena LP | [2022-03-30] | 0.0 | 150.0 |
| PE | Summit Partners Co-Invest CS LP | [2022-03-30] | 0.0 | 16.8 |
| PE | Summit Partners Co-Invest Decor-B LP | [2022-03-30] | 0.0 | 50.0 |
| PE | Summit Partners Co-Invest Decor LP | [2022-03-30] | 0.0 | 25.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 76 | 35.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 35.2 |
| By Discretionary | ||
| Discretionary | 76 | 35.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 35.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.9 | |
| United States Persons | 24.3 | |
| Total | 76 | 35.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Peter Chung | 163 | |||
| John Carroll | 136 | |||
| Thomas Roberts | 82 | |||
| James Freeland | 42 | |||
| Gregg Nardone | 39 | |||
| Todd Hearle | 28 | |||
| Scott Collins | 132 | |||
| Robin Devereux | 97 | |||
| Martin Mannion | 85 | |||
| Adam Hennessey | 68 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Partners LP
✚
|
MA | 31.8 |
|
Summit Partners Public Asset Management LLC
✚
|
MA | 2.7 |
|
Summit Partners Credit Advisors LP
✚
|
MA | 1.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CIFC Asset Management LLC
✚
|
FL | 37.2 |
|
Octagon Credit Investors LLC
✚
|
NY | 34.3 |
|
Blackstone Liquid Credit Strategies LLC
✚
|
NY | 33.0 |
|
Antares Capital Advisers LLC
✚
|
IL | 32.3 |
|
Owl Rock Capital Advisors LLC
✚
|
NY | 30.8 |
|
Invesco Senior Secured Management Inc
✚
|
NY | 30.7 |
|
Digitalbridge Investment Management LLC
✚
|
FL | 28.8 |
|
Marshall Wace North America LP
✚
|
NY | 28.4 |
|
D1 Capital Partners LP
✚
|
NY | 27.6 |
|
Anchorage Capital Group LLC
✚
|
NY | 26.0 |