Hedge Fund Database

SUMMIT PARTNERS, L.P.

Adviser information for SUMMIT PARTNERS, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 205
Investment Advisory/Research 112
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 76 $34.7B
Non-Discretionary 0 $0
Total 76 $34.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 76 $34.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 29

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-64273
SEC ERA File Number 801-64273
SEC CIK Numbers 830588
SEC CRD Numbers 135271
Legal Entity Identifier 549300NL2ICSIWVHJ621

Principal Office

222 BERKELEY STREET
BOSTON
MA
United States
Monday - Friday, 8:00 AM-5:00 PM
Tel: 617-824-1000, Fax: 617-824-1100

Websites

www.facebook.com/summit-partners-1356145997755241/ www.linkedin.com/company/summit-partners/ www.summitpartners.com twitter.com/summit_partners?lang=en

Chief Compliance Officer

ERIN H. WHITE
222 BERKELEY STREET
10TH FLOOR
BOSTON
MA
United States
Tel: 617-824-1094
Fax: 617-824-1100
(Full email address available in API data)

Industry Affiliates

MIDDLEFIELD ROAD PRIVATE OPPORTUNITIES GP, L.P. Sponsor, GP, manager of pooled investment vehicles
SUMMIT INVESTORS MANAGEMENT, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST ATHENA GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST CS GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST DECOR GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST GP, LTD. Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST GREEN GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST INDIGO GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST KIWI GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST LIONS GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST OPTMO GP S.A.R.L. Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST RIGGINS GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST SUMO GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CO-INVEST TITAN GP, LLC Sponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS CREDIT ADVISORS, L.P. Other investment adviser, including financial planners
SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP II, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP III, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS ENTREPRENEUR ADVISORS GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS EUROPE II, S.A.R.L Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS EUROPE III, S.A.R.L. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS EUROPE IV, S.A.R.L. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS EUROPE, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE IX-AIV, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE IX, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE VIII AIV, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE VIII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE X, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS GE XI, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS LLP Other investment adviser, including financial planners
SUMMIT PARTNERS PARIS SAS Other investment adviser, including financial planners
SUMMIT PARTNERS PE VII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Other investment adviser, including financial planners
SUMMIT PARTNERS RF, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS SD III, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS SD IV, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS SD V, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS SD VI, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS VC III, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS VC IV, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUMMIT PARTNERS VC V, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MIDDLEFIELD ROAD PRIVATE OPPORTUNITIES, L.P. Private Equity Fund $818.0M $0.0M 2
SUMMIT INVESTORS CREDIT II (UK), L.P. Private Equity Fund $0.1M $0.0M 15
SUMMIT INVESTORS CREDIT II, LLC Private Equity Fund $0.8M $0.0M 138
SUMMIT INVESTORS CREDIT III (UK), L.P. Private Equity Fund $0.1M $0.0M 15
SUMMIT INVESTORS CREDIT III, LLC Private Equity Fund $0.8M $0.0M 134
SUMMIT INVESTORS CREDIT IV (UK), L.P. Private Equity Fund $0.0M $0.0M 9
SUMMIT INVESTORS CREDIT IV, LLC Private Equity Fund $0.3M $0.0M 75
SUMMIT INVESTORS GE IX/VC IV (UK), L.P. Private Equity Fund $4.9M $0.0M 21
SUMMIT INVESTORS GE IX/VC IV, LLC Private Equity Fund $39.5M $0.0M 190
SUMMIT INVESTORS I (UK), L.P. Private Equity Fund $1.5M $0.0M 26
SUMMIT INVESTORS I, LLC Private Equity Fund $13.5M $0.0M 184
SUMMIT INVESTORS VI, L.P. Private Equity Fund $0.3M $0.0M 72
SUMMIT INVESTORS X (UK), L.P. Private Equity Fund $3.9M $0.0M 18
SUMMIT INVESTORS X, LLC Private Equity Fund $35.9M $0.0M 197
SUMMIT INVESTORS XI (UK), L.P. Private Equity Fund $1.0M $0.0M 14
SUMMIT INVESTORS XI, LLC Private Equity Fund $8.0M $0.0M 154
SUMMIT PARTNERS CO-INVEST (ATHENA), L.P. Private Equity Fund $150.0M $0.0M 2
SUMMIT PARTNERS CO-INVEST (CS), L.P. Private Equity Fund $17.7M $0.0M 14
SUMMIT PARTNERS CO-INVEST (DECOR-B), L.P. Private Equity Fund $73.5M $0.0M 3
SUMMIT PARTNERS CO-INVEST (DECOR), L.P. Private Equity Fund $38.0M $0.0M 2
SUMMIT PARTNERS CO-INVEST (GIANTS-BDE), L.P. Private Equity Fund $25.0M $0.0M 4
SUMMIT PARTNERS CO-INVEST (GIANTS), L.P. Private Equity Fund $96.1M $0.0M 21
SUMMIT PARTNERS CO-INVEST (GREEN), L.P. Private Equity Fund $47.0M $0.0M 2
SUMMIT PARTNERS CO-INVEST (INDIGO), L.P. Private Equity Fund $468.4M $0.0M 15
SUMMIT PARTNERS CO-INVEST (IRONMAN), L.P. Private Equity Fund $488.4M $0.0M 25
SUMMIT PARTNERS CO-INVEST (KIWI), L.P. Private Equity Fund $48.4M $0.0M 1
SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P. Private Equity Fund $101.7M $0.0M 5
SUMMIT PARTNERS CO-INVEST (LIONS), L.P. Private Equity Fund $227.7M $0.0M 22
SUMMIT PARTNERS CO-INVEST (OPTMO) SCSP Private Equity Fund $127.2M $0.0M 12
SUMMIT PARTNERS CO-INVEST (QUICKSILVER), L.P. Private Equity Fund $328.3M $0.0M 4
SUMMIT PARTNERS CO-INVEST (RIGGINS), L.P. Private Equity Fund $5.4M $0.0M 5
SUMMIT PARTNERS CO-INVEST (SUMO), L.P. Private Equity Fund $78.6M $0.0M 7
SUMMIT PARTNERS CO-INVEST (TITAN), L.P. Private Equity Fund $113.3M $0.0M 2
SUMMIT PARTNERS ENTREPRENEUR ADVISORS FUND I, L.P. Private Equity Fund $3.9M $0.0M 6
SUMMIT PARTNERS ENTREPRENEUR ADVISORS FUND II, L.P. Private Equity Fund $0.5M $0.0M 4
SUMMIT PARTNERS ENTREPRENEUR ADVISORS FUND III, L.P. Private Equity Fund $1.1M $0.0M 2
SUMMIT PARTNERS EUROPE GROWTH EQUITY FUND II, SCSP Private Equity Fund $1,503.7M $5.5M 69
SUMMIT PARTNERS EUROPE GROWTH EQUITY FUND III, SCSP Private Equity Fund $1,433.4M $5.5M 83
SUMMIT PARTNERS EUROPE GROWTH EQUITY FUND IV, SCSP Private Equity Fund $1,511.5M $5.5M 95
SUMMIT PARTNERS EUROPE GROWTH EQUITY INVESTORS III, SCSP Private Equity Fund $39.1M $5.5M 25
SUMMIT PARTNERS EUROPE GROWTH EQUITY INVESTORS IV, SCSP Private Equity Fund $36.2M $5.5M 24
SUMMIT PARTNERS EUROPE PRIVATE EQUITY FUND, L.P. Private Equity Fund $203.8M $5.5M 167
SUMMIT PARTNERS GROWTH EQUITY FUND IX-A AIV, L.P. Private Equity Fund $439.7M $0.0M 226
SUMMIT PARTNERS GROWTH EQUITY FUND IX-A, L.P. Private Equity Fund $2,599.8M $5.0M 226
SUMMIT PARTNERS GROWTH EQUITY FUND IX-B AIV, L.P. Private Equity Fund $277.3M $0.0M 81
SUMMIT PARTNERS GROWTH EQUITY FUND IX-B, L.P. Private Equity Fund $1,623.1M $5.0M 81
SUMMIT PARTNERS GROWTH EQUITY FUND VIII-A AIV, L.P. Private Equity Fund $47.5M $0.0M 118
SUMMIT PARTNERS GROWTH EQUITY FUND VIII-A, L.P. Private Equity Fund $1,064.1M $5.0M 118
SUMMIT PARTNERS GROWTH EQUITY FUND VIII-B AIV, L.P. Private Equity Fund $17.5M $0.0M 64
SUMMIT PARTNERS GROWTH EQUITY FUND VIII-B, L.P. Private Equity Fund $388.7M $5.0M 64
SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. Private Equity Fund $3,702.7M $10.0M 118
SUMMIT PARTNERS GROWTH EQUITY FUND X-B, L.P. Private Equity Fund $2,568.6M $10.0M 100
SUMMIT PARTNERS GROWTH EQUITY FUND X-C, L.P. Private Equity Fund $152.6M $0.0M 79
SUMMIT PARTNERS GROWTH EQUITY FUND XI-A, L.P. Private Equity Fund $4,443.4M $10.0M 132
SUMMIT PARTNERS GROWTH EQUITY FUND XI-B, L.P. Private Equity Fund $4,200.9M $10.0M 142
SUMMIT PARTNERS GROWTH EQUITY INVESTORS XI, L.P. Private Equity Fund $303.1M $0.0M 85
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-A, L.P. Private Equity Fund $168.1M $5.0M 210
SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B, L.P. Private Equity Fund $102.3M $5.0M 140
SUMMIT PARTNERS REINVESTMENT FUND AIV, L.P. Private Equity Fund $2.9M $0.0M 139
SUMMIT PARTNERS REINVESTMENT FUND, L.P. Private Equity Fund $1,358.0M $5.0M 162
SUMMIT PARTNERS SUBORDINATED DEBT FUND IV-A, L.P. Private Equity Fund $24.2M $5.0M 69
SUMMIT PARTNERS SUBORDINATED DEBT FUND IV-B, L.P. Private Equity Fund $10.9M $5.0M 29
SUMMIT PARTNERS SUBORDINATED DEBT FUND V-A, L.P. Private Equity Fund $160.5M $5.0M 43
SUMMIT PARTNERS SUBORDINATED DEBT FUND V-B, L.P. Private Equity Fund $56.7M $5.0M 9
SUMMIT PARTNERS SUBORDINATED DEBT FUND VI-A, L.P. Private Equity Fund $167.0M $5.0M 5
SUMMIT PARTNERS SUBORDINATED DEBT FUND VI-B, L.P. Private Equity Fund $10.0M $5.0M 6
SUMMIT PARTNERS SUBORDINATED DEBT INVESTORS VI, L.P. Private Equity Fund $87.7M $5.0M 80
SUMMIT PARTNERS VENTURE CAPITAL FUND III-A, L.P. Private Equity Fund $105.5M $3.0M 88
SUMMIT PARTNERS VENTURE CAPITAL FUND III-B, L.P. Private Equity Fund $32.1M $3.0M 39
SUMMIT PARTNERS VENTURE CAPITAL FUND IV-A, L.P. Private Equity Fund $1,318.3M $3.0M 78
SUMMIT PARTNERS VENTURE CAPITAL FUND IV-B, L.P. Private Equity Fund $170.4M $3.0M 17
SUMMIT PARTNERS VENTURE CAPITAL FUND V-A, L.P. Private Equity Fund $790.4M $5.0M 53
SUMMIT PARTNERS VENTURE CAPITAL FUND V-B, L.P. Private Equity Fund $214.6M $5.0M 30
SUMMIT PARTNERS VENTURE CAPITAL INVESTORS V, L.P. Private Equity Fund $27.9M $0.0M 40
SUMMIT SUBORDINATED DEBT FUND III-A, L.P. Private Equity Fund $4.7M $5.0M 59
SUMMIT SUBORDINATED DEBT FUND III-B, L.P. Private Equity Fund $3.0M $5.0M 18

Control Persons

Name Type Entity Title Since Ownership
SUMMIT MASTER COMPANY, LLC Domestic Entity – GENERAL PARTNER 08/1999 < 5%
CHUNG, PETER, Y Individual – CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 08/1999 5-10%
CHUNG, PETER, Y Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 11/2011
COLLINS, SCOTT, CHARLES Individual – CHIEF OPERATING OFFICER AND LIMITED PARTNER 08/1999 5-10%
COLLINS, SCOTT, CHARLES Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 09/2015
JENNINGS, THOMAS, HUNGERFORD Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 08/2017
CARROLL, JOHN, ROBERT Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 08/2017
FRANCES, CRAIG, DAVID Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 08/2017
MANNION, MARTIN, JOSEPH Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 02/2019
BLACK, DARREN, MICHAEL Individual SUMMIT MASTER COMPANY, LLC BOARD MEMBER 02/2019
CARROLL, JOHN, ROBERT Individual – LIMITED PARTNER 08/2017 5-10%
FRANCES, CRAIG, DAVID Individual – LIMITED PARTNER 08/2017 5-10%
WHITE, ERIN, HELEN Individual – CHIEF COMPLIANCE OFFICER 07/2019 < 5%
HENNESSEY, ADAM, HUGH Individual – CHIEF FINANCIAL OFFICER & LIMITED PARTNER 07/2018 < 5%
DEAN, CHRISTOPHER, JOHN Individual – LIMITED PARTNER 12/2022 5-10%
BLACK, DARREN, MICHAEL Individual – LIMITED PARTNER 12/2021 5-10%

No. Employees, Historic

30015002019202020212022202320242025152 on 7/11/2019152 on 3/24/2020152 on 10/15/2020152 on 11/3/2020152 on 12/17/2020152 on 1/26/2021184 on 3/30/2021184 on 4/7/2021184 on 7/16/2021184 on 7/29/2021184 on 9/17/2021184 on 10/5/2021184 on 10/29/2021191 on 3/30/2022191 on 6/16/2022191 on 8/5/2022191 on 2/7/2023179 on 3/28/2023205 on 3/28/2024

RAUM, Historic

40B20B0201920202021202220232024202517175579054 on 7/11/201916611274410 on 3/24/202016611274410 on 10/15/202016611274410 on 11/3/202016611274410 on 12/17/202016611274410 on 1/26/202125563771594 on 3/30/202125563771594 on 4/7/202125563771594 on 7/16/202125563771594 on 7/29/202125563771594 on 9/17/202125563771594 on 10/5/202125563771594 on 10/29/202135184178740 on 3/30/202235184178740 on 6/16/202235184178740 on 8/5/202235184178740 on 2/7/202331803735320 on 3/28/202334741173981 on 3/28/2024

No. Clients, Historic

80400201920202021202220232024202548 on 7/11/201952 on 3/24/202052 on 10/15/202052 on 11/3/202052 on 12/17/202052 on 1/26/202161 on 3/30/202161 on 4/7/202161 on 7/16/202161 on 7/29/202161 on 9/17/202161 on 10/5/202161 on 10/29/202176 on 3/30/202276 on 6/16/202276 on 8/5/202276 on 2/7/202371 on 3/28/202376 on 3/28/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
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A K A BRANDS HLDG CORP COM SHS 92M 6M –
JAMF HOLDINGS CORP COM 74M 4M –
KLAVIYO, INC. COM SER A 1B 48M –
LIFESTANCE HEALTH GROUP INC. COM 206M 42M –
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC. COM 5M 46K –
MARKFORGED COM 6M 15M –
SOLO BRANDS, INC. COM CL A 100M 44M –