SUMMIT PARTNERS, L.P.

RIASEC RegisteredEst. 2005
Total AUM
$42B
Discretionary
$42B
100% of AUM
Avg account
$483M
Accounts
87
Employees
218
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
135271
Registered since
May 12, 2005
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, L.P. is organized as a limited partnership that operates primarily as a private equity fund manager serving institutional investors. The firm provides portfolio management for pooled investment vehicles and also functions as a sponsor/GP and, in some capacities, as an alternative investment vehicle operator (including activities that align with CPO/CTA roles). Its fee model combines a percentage-of-assets charge with performance-based fees. Summit reports being an active ESG investor and is SEC-registered (registered in 2005).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 4
  • ADAM HENNESSEY

    Managing Director and Chief Financial OfficerCRD 7225764

  • ERIN WHITE

    Chief Compliance OfficerCRD 7152170

  • PETER CHUNG

    Managing Director and Chief Executive OfficerCRD 4950552

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Contacts

3 of 4
  • CRAIG FRANCES

    Managing DirectorCRD 6852834

  • JOHN CARROLL

    Managing DirectorCRD 6852829

  • CHRISTOPHER DEAN

    Managing DirectorCRD 2644612

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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