Summit Partners Public Asset Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 175100
- Registered since
- February 27, 2015
- Website
- www.summitpartners.com
- Custodians
- BOFA SECURITIES, INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles81.13%
- State / Municipal Government15.34%
- Investment Companies3.54%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Summit Partners Public Asset Management, LLC operates as a hedge-fund style registered adviser focused on institutional clients. The firm, registered with the SEC since 2015, functions in roles that include commodity pool operator/commodity trading advisor activity and portfolio management for investment companies, pooled vehicles, and institutional or business clients. Its compensation model combines a percentage-of-assets fee with performance-based fees. Summit identifies as an active ESG investor and is not structured as a capital allocator; instead it directly manages pooled vehicles and sponsored funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents23%
- Derivatives1%
Owners & executives
3 of 3
Peter Chung
Managing Director and Chief Executive OfficerCRD 4950552
Erin White
Chief Compliance OfficerCRD 7152170
Adam Hennessey
Managing Director and Chief Financial OfficerCRD 7225764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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