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| Summit Partners LP
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| CRD # | 135271 |
| SEC # | 801-64273 |
| CIK # | |
| AUM | 42.01 B (2026-03-27) |
| Employees | 218 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-824-1000 |
| Address | 222 Berkeley Street Boston, MA 02116-3748 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Summit Investors XII LLC | [2026-03-27] | 1.6 M | |
| Filed 2025-02-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors XII UK LP | 2026-03-27 | 0.3 M | |
| PE | Summit Partners Co-Invest Catalyst LP | [2026-03-27] | 42.9 M | |
| Filed 2025-03-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest FURY LP | [2026-03-27] | 26.0 M | |
| Filed 2025-04-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Dover LP | [2025-03-28] | 40.0 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Gateway-B LP | [2025-03-28] | 165.2 M | |
| Filed 2024-07-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Gateway LP | [2025-03-28] | 147.0 M | |
| Filed 2024-07-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Liberty LP | [2025-03-28] | 200.1 M | |
| Filed 2024-12-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund XII-A LP | [2025-03-28] | 4,706.7 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund XII-B LP | [2025-03-28] | 4,342.6 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund XII Lux-II SCSP | [2025-03-28] | 159.8 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund XII Lux SCSP | [2025-03-28] | 174.1 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Investors XII LP | [2025-03-28] | 116.8 M | |
| Filed 2024-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Tea Olive LP | [2025-03-28] | 100.1 M | |
| Filed 2024-11-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Europe Growth Equity Fund IV SCSP | [2024-03-28] | 1,342.1 M | 1,602.3 M |
| Offered $1,342,125,000 · Filed 2023-02-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Europe Growth Equity Investors IV SCSP | [2024-03-28] | 1,342.1 M | 38.3 M |
| Offered $1,342,125,000 · Filed 2023-02-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Subordinated Debt Fund VI-A LP | [2024-03-28] | 242.8 M | 193.7 M |
| Filed 2023-08-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Subordinated Debt Fund VI-B LP | [2024-03-28] | 242.8 M | 60.3 M |
| Filed 2023-08-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Subordinated Debt Investors VI LP | [2024-03-28] | 242.8 M | 148.1 M |
| Filed 2023-08-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Green LP | [2023-03-28] | 47.0 M | |
| Filed 2022-06-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Middlefield Road Private Opportunities Fund LP | [2022-03-30] | 860.2 M | |
| Filed 2021-07-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors Credit IV LLC | [2022-03-30] | 0.0 M | |
| Filed 2022-05-04 (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 Investors Credit IV UK LP | 2022-03-30 | 0.0 M | |
| PE | Summit Investors Xi LLC | [2022-03-30] | 19.0 M | |
| Filed 2021-12-17 (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 Investors Xi UK LP | 2022-03-30 | 2.7 M | |
| PE | Summit Partners Co-Invest Athena LP | [2022-03-30] | 150.0 M | |
| Filed 2021-10-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest CS LP | [2022-03-30] | 20.2 M | |
| Filed 2023-03-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Decor-B LP | [2022-03-30] | 77.9 M | |
| Filed 2021-02-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Decor LP | [2022-03-30] | 40.3 M | |
| Filed 2021-02-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Optmo SCSP | [2022-03-30] | 127.0 M | 151.7 M |
| Filed 2021-09-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Riggins LP | [2022-03-30] | 15.0 M | |
| Filed 2021-04-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Titan LP | [2022-03-30] | 113.7 M | |
| Filed 2021-07-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund IX-B AIV LP | 2022-03-30 | 223.2 M | |
| PE | Summit Partners Growth Equity Fund XI-A LP | [2022-03-30] | 7,750.0 M | 4,586.4 M |
| Offered $7,750,000,000 · Filed 2021-10-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund XI-B LP | [2022-03-30] | 7,750.0 M | 4,338.9 M |
| Offered $7,750,000,000 · Filed 2021-10-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Investors Xi LP | [2022-03-30] | 7,750.0 M | 312.7 M |
| Offered $7,750,000,000 · Filed 2021-10-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Indigo LP | [2021-03-30] | 410.0 M | 468.4 M |
| Filed 2020-11-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest KIWI LP | [2021-03-30] | 22.4 M | |
| Filed 2020-11-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Lions-B LP | [2021-03-30] | 101.7 M | |
| Filed 2022-08-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Lions LP | [2021-03-30] | 227.7 M | |
| Filed 2020-08-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Sumo LP | [2021-03-30] | 78.6 M | |
| Filed 2020-12-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Europe Growth Equity Fund III SCSP | [2021-03-30] | 1,088.5 M | 1,661.6 M |
| Offered $1,088,500,000 · Filed 2020-03-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Europe Growth Equity Investors III SCSP | [2021-03-30] | 1,088.5 M | 46.6 M |
| Offered $1,088,500,000 · Filed 2020-03-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Reinvestment Fund AIV LP | 2021-03-30 | 10.5 M | |
| PE | Summit Partners Reinvestment Fund LP | [2021-03-30] | 833.9 M | |
| Filed 2020-12-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Fund V-A LP | [2021-03-30] | 930.9 M | |
| Filed 2020-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Fund V-B LP | [2021-03-30] | 253.0 M | |
| Filed 2020-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Investors V LP | [2021-03-30] | 33.0 M | |
| Filed 2020-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors X LLC | [2020-03-24] | 44.7 M | |
| Filed 2020-05-18 (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 Investors X UK LP | 2020-03-24 | 5.2 M | |
| PE | Summit Partners Co-Invest Giants-Bde LP | [2020-03-24] | 0.7 M | |
| Filed 2024-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Co-Invest Giants LP | [2020-03-24] | 3.0 M | |
| Filed 2024-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund X-A LP | [2019-07-11] | 4,500.0 M | 3,493.4 M |
| Offered $4,500,000,000 · Filed 2019-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund X-B LP | [2019-07-11] | 4,500.0 M | 2,419.4 M |
| Offered $4,500,000,000 · Filed 2019-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund X-C LP | [2019-07-11] | 4,500.0 M | 143.5 M |
| Offered $4,500,000,000 · Filed 2019-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors Credit III LLC | [2019-03-29] | 0.2 M | |
| Filed 2018-05-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors Credit III UK LP | 2019-03-29 | 0.0 M | |
| PE | Summit Partners Co-Invest Ironman LP | [2019-03-29] | 728.8 M | |
| Filed 2023-05-11 (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 Co-Invest Quicksilver LP | [2019-03-29] | 19.9 M | |
| Filed 2018-07-24 (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 Entrepreneur Advisors Fund III LP | [2018-03-30] | 1.4 M | |
| Filed 2017-03-28 (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 Europe Growth Equity Fund II SCSP | [2018-03-30] | 1,526.5 M | |
| Offered $652,080,000 · Filed 2017-05-12 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $652,080,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund IX-A AIV LP | 2018-03-30 | 356.8 M | |
| PE | Summit Partners Growth Equity Fund IX-B AIV LP | 2018-03-30 | 305.9 M | |
| PE | Summit Partners Subordinated Debt Fund V-A LP | [2018-03-30] | 210.3 M | |
| Filed 2017-10-31 (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 Subordinated Debt Fund V-B LP | [2018-03-30] | 74.5 M | |
| Filed 2017-10-31 (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 Growth Equity Fund VIII-A AIV LP | 2017-03-31 | 34.4 M | |
| PE | Summit Partners Growth Equity Fund VIII-B AIV LP | 2017-03-31 | 12.8 M | |
| PE | Summit Investors GE IX/VC IV LLC | [2016-03-30] | 39.8 M | |
| Filed 2018-05-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors GE IX/VC IV UK LP | 2016-03-30 | 5.0 M | |
| PE | Summit Partners Entrepreneur Advisors Fund II LP | [2016-03-30] | 0.8 M | 0.4 M |
| Filed 2017-01-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors Credit II LLC | [2015-03-31] | 0.4 M | |
| Filed 2018-05-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors Credit II UK LP | 2015-03-31 | 0.0 M | |
| PE | Summit Partners Entrepreneur Advisors Fund I LP | [2015-03-31] | 0.3 M | |
| Filed 2014-05-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund IX-A LP | [2015-03-31] | 2,349.5 M | 1,719.7 M |
| Offered $3,180,000,000 · Filed 2016-08-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $830,478,724 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund IX-B LP | [2015-03-31] | 2,349.5 M | 1,074.6 M |
| Offered $3,180,000,000 · Filed 2016-08-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $830,478,724 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Fund IV-A LP | [2015-03-31] | 1,489.8 M | |
| Offered $600,000,000 · Filed 2015-08-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $600,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Fund IV-B LP | [2015-03-31] | 192.2 M | |
| Offered $600,000,000 · Filed 2015-08-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $600,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Accelerator Founders' Fund LP | 2012-03-30 | 0.0 M | |
| PE | Summit Accelerator Fund LP | 2012-03-30 | 8.7 M | |
| PE | Summit Investors III LP | 2012-03-30 | 0.6 M | |
| PE | Summit Investors I LLC | [2012-03-30] | 3.3 M | |
| Filed 2011-06-14 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Investors I UK LP | 2012-03-30 | 0.3 M | |
| PE | Summit Investors VI LP | 2012-03-30 | 0.1 M | |
| PE | Summit Partners Europe Private Equity Fund LP | [2012-03-30] | 203.8 M | |
| PE | Summit Partners Growth Equity Fund VIII-A LP | [2012-03-30] | 247.2 M | |
| Offered $3,000,000,000 · Filed 2011-03-04 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $3,000,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Growth Equity Fund VIII-B LP | [2012-03-30] | 91.7 M | |
| Offered $3,000,000,000 · Filed 2011-03-04 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $3,000,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Private Equity Fund VII-A LP | 2012-03-30 | 73.7 M | |
| PE | Summit Partners Private Equity Fund VII-B LP | 2012-03-30 | 45.0 M | |
| PE | Summit Partners Subordinated Debt Fund IV-A LP | [2012-03-30] | 5.7 M | |
| PE | Summit Partners Subordinated Debt Fund IV-B LP | [2012-03-30] | 2.8 M | |
| PE | Summit Partners Venture Capital Fund II-A LP | 2012-03-30 | 0.1 M | |
| PE | Summit Partners Venture Capital Fund II-B LP | 2012-03-30 | 0.1 M | |
| PE | Summit Partners Venture Capital Fund III-A LP | [2012-03-30] | 72.7 M | |
| Offered $450,000,000 · Filed 2011-03-03 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Partners Venture Capital Fund III-B LP | [2012-03-30] | 22.1 M | |
| Offered $450,000,000 · Filed 2011-03-03 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit SAF Investors IV LP | 2012-03-30 | 0.7 M | |
| PE | Summit Subordinated Debt Fund III-A LP | 2012-03-30 | 6.7 M | |
| PE | Summit Subordinated Debt Fund III-B LP | 2012-03-30 | 4.0 M | |
| PE | Summit Subordinated Debt Fund II LP | [2012-03-30] | 0.0 M | |
| PE | Summit V Advisors Fund LP | [2012-03-30] | 0.0 M | |
| PE | Summit V Advisors Fund QP LP | [2012-03-30] | 0.0 M | |
| PE | Summit V Companion Fund LP | [2012-03-30] | 0.0 M | |
| PE | Summit Ventures IV LP | [2012-03-30] | 0.0 M | |
| PE | Summit Ventures VI-A LP | [2012-03-30] | 17.6 M | |
| PE | Summit Ventures VI-B LP | [2012-03-30] | 7.7 M | |
| PE | Summit Ventures V LP | [2012-03-30] | 0.1 M | |
| PE | Summit VI Advisors Fund LP | [2012-03-30] | 0.4 M | |
| PE | Summit VI Entrepreneurs Fund LP | [2012-03-30] | 0.6 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 87 | 42.0 |
| (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 | 87 | 42.0 |
| By Discretionary | ||
| Discretionary | 87 | 42.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 42.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.1 | |
| United States Persons | 29.9 | |
| Total | 87 | 42.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Carroll | Director, Executive Officer | 166 | 7 | |
| Peter Chung | Director, Executive Officer | 196 | 6 | |
| Thomas Roberts | Executive Officer | 84 | 6 | |
| Charles Fitzgerald | Executive Officer | 47 | 6 | |
| Scott Collins | Director, Executive Officer | 164 | 5 | |
| Martin Mannion | Executive Officer | 101 | 5 | |
| Robin Devereux | Director, Executive Officer | 97 | 5 | |
| Adam Hennessey | Director, Executive Officer | 95 | 5 | |
| Bruce Evans | Executive Officer | 72 | 5 | |
| James Freeland | Executive Officer | 42 | 5 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.0B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300NL2ICSIWVHJ621 |
| Related People Network |
|---|
| 36 people file Form D offerings alongside this firm's people. |
| Related Firms | State | AUM |
|---|---|---|
|
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Summit Partners Public Asset Management LLC
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|
MA | 4,617.4 M |
|
Summit Partners Credit Advisors LP
✚
|
MA | 419.0 M |
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Blackstone Alternative Credit Advisors LP
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NY | 44.11 B |
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Pacific Life Fund Advisors LLC
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CA | 42.81 B |
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StepStone Group Real Assets LP
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CA | 41.48 B |
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D1 Capital Partners LP
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|
Dragoneer Investment Group LLC
✚
|
CA | 37.04 B |
|
Sound Point Capital Management LP
✚
|
NY | 36.98 B |
|
MIC Capital Management UK LLP
✚
|
36.37 B |