Summit Partners Public Asset Management, LLC manages private investment funds, separately managed accounts, and sub-advisory portfolios for clients seeking capital appreciation. The firm primarily invests in publicly traded equity securities and equity-related instruments, employing hedged public equity strategies across concentrated growth, sustainable opportunities, technology, and hard technology sectors. Summit Partners Public Asset Management utilizes a fundamental, research-intensive approach to identify companies with accelerating growth or disruptive market solutions, alongside short-selling strategies for companies experiencing deterioration. The firm manages assets on a discretionary basis for institutional and qualified individual investors, utilizing various financial instruments including derivatives, options, swaps, and debt securities to manage portfolio risk and capture returns.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fees generally range between 0.50% and 1.75% per annum depending on the specific fund and share class. Certain investors may also pay a performance fee or allocation ranging from 5% to 20% of net profits.