SourcingSourcing

SUMMIT PARTNERS, L.P.

C17
CRD 135271·SEC 801-64273·BOSTON, MA
AUM
$42.01B
$1B+
Est. Revenue
$420.1M
@ 1% on AUM
Est. EBITDA
$126.0M
@ 30% margin
Est. Deal Value
$1.01B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMIT PARTNERS, L.P.
CRD
135271
SEC file #
801-64273
EIN
811034678
DBA names
—

Economics

AUM
$42.01B
AUM band
$1B+
AUM trajectory
'20'26
$17.18B → $42.01B▲ +145%
Client mix
Pooled Investment Vehicles87

Operations

Employees (total)
218
Advisory staff (per ADV)
118
Advisory staff (5-yr trend)
'20'26
83 advisors → 118 advisors▲ +42%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
summitpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHUNG, PETER, Y
Top Owner Pct
7.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
CHUNG, PETER, Y
COLLINS, SCOTT, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SUMMITPARTNERS.COM
Rdap Domain Creation Date
1996-03-22T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001666528
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-02-10
Edgar Last Filing Date
2016-02-10
Edgar Form D Count
1
Edgar Form D Offerings
2016-02-102016-02-10 · 0001654898-16-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo146
Jpmorgan10
E*trade4
Edgar Addresses
Mailing
2320 BLANDING AVENUEALAMEDA, CA 94501
Business
2320 BLANDING AVENUEALAMEDA, CA 94501
Edgar EIN
811034678
Edgar Recent Filings
D2016-02-10 · 0001654898-16-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-23T04:00:00Z
Rdap Domain Last Changed
2025-03-19T05:24:18Z
Rdap Nameservers
Ns11.constellix.comNs21.constellix.comNs31.constellix.comNs41.constellix.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Top Owner CRD
4950552
Trust Company Affiliate
Yes

People (8)

8
CHUNG, PETER, Y
Direct Owner · 7.5%
4950552
COLLINS, SCOTT, CHARLES
Direct Owner · 7.5%
5502675
BLACK, DARREN, MICHAEL
Direct Owner · 7.5%
6179107
CARROLL, JOHN, ROBERT
Direct Owner · 7.5%
6852829
DEAN, CHRISTOPHER, JOHN
Direct Owner · 7.5%
2644612
FRANCES, CRAIG, DAVID
Direct Owner · 7.5%
6852834
HENNESSEY, ADAM, HUGH
Executive Officer · 2.5%
7225764
WHITE, ERIN, HELEN
Executive Officer · 2.5%
7152170