SUMMIT PARTNERS CREDIT ADVISORS, L.P.
Adviser information for SUMMIT PARTNERS CREDIT ADVISORS, L.P. last updated from Form ADV on March 22nd, 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 | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 16 | $815.3M |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $815.3M |
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 | 16 | $815.3M |
| 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 | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-71248 |
|---|---|
| SEC ERA File Number | 801-71248 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153195 |
| Legal Entity Identifier | None |
Principal Office
222 BERKELEY STREET18TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 617-824-1000, Fax: 624-824-1100
Chief Compliance Officer
ERIN H. WHITE
222 BERKELEY STREET
10TH FLOOR
BOSTON
MA
United States
Tel:
617-824-1094
Fax:
617-824-1100
E*****@*****************M
(Full email address available in API data)
Industry Affiliates
| ABC FUNDING, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT A-1 GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT A-2, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT B-2, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT II, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT III, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SUMMIT PARTNERS CREDIT IV, 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, L.P. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SUMMIT PARTNERS CREDIT FUND A-1, L.P. | Private Equity Fund | $1.1M | $5.0M | 3 |
| SUMMIT PARTNERS CREDIT FUND A-2, L.P. | Private Equity Fund | $11.4M | $5.0M | 3 |
| SUMMIT PARTNERS CREDIT FUND B-2, L.P. | Private Equity Fund | $25.8M | $5.0M | 2 |
| SUMMIT PARTNERS CREDIT FUND II, L.P. | Private Equity Fund | $128.6M | $5.0M | 50 |
| SUMMIT PARTNERS CREDIT FUND III, L.P. | Private Equity Fund | $144.3M | $5.0M | 49 |
| SUMMIT PARTNERS CREDIT FUND IV, L.P. | Private Equity Fund | $338.0M | $5.0M | 29 |
| SUMMIT PARTNERS CREDIT FUND, L.P. | Private Equity Fund | $1.4M | $5.0M | 34 |
| SUMMIT PARTNERS CREDIT OFFSHORE FUND II, L.P. | Private Equity Fund | $24.6M | $5.0M | 10 |
| SUMMIT PARTNERS CREDIT OFFSHORE FUND III AIV, L.P. | Private Equity Fund | $0.1M | $0.0M | 28 |
| SUMMIT PARTNERS CREDIT OFFSHORE FUND III, L.P. | Private Equity Fund | $92.5M | $5.0M | 28 |
| SUMMIT PARTNERS CREDIT OFFSHORE FUND IV, L.P. | Private Equity Fund | $46.6M | $5.0M | 9 |
| SUMMIT PARTNERS CREDIT OFFSHORE FUND, L.P. | Private Equity Fund | $0.8M | $5.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SUMMIT MASTER COMPANY, LLC | Domestic Entity | – | GENERAL PARTNER | 02/2010 | < 5% |
| SUMMIT PARTNERS, L.P. | Domestic Entity | – | LIMITED PARTNER | 02/2010 | 50-75% |
| SUMMIT MASTER COMPANY, LLC | Domestic Entity | SUMMIT PARTNERS, L.P. | GENERAL PARTNER | 08/1999 | |
| CHUNG, PETER, Y | Individual | SUMMIT MASTER COMPANY, LLC | BOARD MEMBER | 11/2011 | |
| FREELAND, JAMES | Individual | – | LIMITED PARTNER | 02/2010 | 10-25% |
| 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 | |
| WHITE, ERIN, HELEN | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2019 | < 5% |
| HENNESSEY, ADAM, HUGH | Individual | – | CHIEF FINANCIAL OFFICER & LIMITED PARTNER | 07/2018 | < 5% |
| HASSELL, ROBERT, M. | Individual | – | LIMITED PARTNER | 08/2015 | 5-10% |
| BRITT, ADAM, D | Individual | – | LIMITED PARTNER | 12/2018 | 5-10% |
| CHUNG, PETER, Y | Individual | – | CHIEF EXECUTIVE OFFICER & LIMITED PARTNER | 02/2010 | < 5% |
| COLLINS, SCOTT, CHARLES | Individual | – | CHIEF OPERATING OFFICER & LIMITED PARTNER | 02/2010 | < 5% |