Summit Partners Public Asset Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$330M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Summit Partners Public Asset Management, LLC is an SEC‑registered investment adviser (registered in 2015) that operates as a hedge fund manager serving primarily institutional clients. The firm provides portfolio management across investment companies, pooled vehicles and for businesses or institutions, and it also functions in CPO/CTA roles and as a sponsor/GP/managing member of pooled vehicles. Compensation is a mix of percentage‑of‑AUM fees and performance‑based fees. Summit Partners Public Asset Management identifies as an active ESG investor and is organized as a limited liability company with domestic ownership.