Summit Partners Credit Advisors, L.P.

RIASEC RegisteredEst. 2010
Total AUM
$419M
Discretionary
$419M
100% of AUM
Avg account
$38.1M
Accounts
11
Employees
9
Advisory reps
6

Firm details

Headquarters
Boston, Massachusetts
CRD number
153195
Registered since
April 1, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Summit Partners Credit Advisors, L.P. is a limited partnership registered with the SEC in 2010 that operates as a private equity fund manager focused on pooled investment vehicles. Its client base is institutional, and it serves primarily as an adviser and sponsor/manager of pooled funds rather than as a traditional capital allocator to separate accounts. The firm’s advisory mandate centers on portfolio management for pooled vehicles, and it also holds affiliated roles common to fund sponsors — acting as a general partner/managing member and operating in capacities associated with commodity pool operator/commodity trading adviser activity. Fee arrangements combine a percentage-of-assets model with performance-based fees. Summit Partners Credit Advisors does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Peter Chung

    Peter Chung

    Managing Director and Chief Executive OfficerCRD 4950552

  • Erin White

    Erin White

    Chief Compliance OfficerCRD 7152170

  • Adam Hennessey

    Adam Hennessey

    Managing Director and Chief Financial OfficerCRD 7225764

Contacts

3 of 3
  • James Freeland

    James Freeland

    Limited PartnerCRD 6317616

  • Robert Hassell

    Robert Hassell

    Managing DirectorCRD 4721874

  • Adam Britt

    Adam Britt

    Managing DirectorCRD 7089084

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth