Summit Partners, L.P.

Fee-Only (% of Portfolio)

Summit Partners is a registered investment advisor that manages private investment funds. These funds primarily invest in equity and debt of growth-oriented companies. Summit Partners identifies investment opportunities, performs analysis, and manages investments. They invest predominantly in non-public companies, though public companies are permitted. Senior personnel often serve on the boards of portfolio companies.

Assets Under Management$44B
Clients84
AdvisorsN/A
Avg. per Client$520M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

Summit Partners manages private investment funds and does not offer investment management services directly to individual investors. The funds charge management fees and carried interest.

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Summit Partners, L.P. | TrueAdvisor