SourcingSourcing

SUMMIT PARTNERS CREDIT ADVISORS, L.P.

B50
CRD 153195·SEC 801-71248·BOSTON, MA
AUM
$419.0M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD
153195
SEC file #
801-71248
EIN
—
DBA names
—

Economics

AUM
$419.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.61B → $419.0M▼ -74%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
21 advisors → 7 advisors▼ -67%
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
03/26/2026
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
SUMMIT PARTNERS, L.P.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
SUMMIT PARTNERS, L.P.
FREELAND, JAMES
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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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 Fargo14
E*trade4
Jpmorgan2
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
135271
Trust Company Affiliate
Yes

People (8)

8
SUMMIT PARTNERS, L.P.
Direct Owner · 62.5%
135271
FREELAND, JAMES
Direct Owner · 17.5%
6317616
BRITT, ADAM, D
Direct Owner · 7.5%
7089084
HASSELL, ROBERT, M.
Direct Owner · 7.5%
4721874
CHUNG, PETER, Y
Executive Officer · 2.5%
4950552
COLLINS, SCOTT, CHARLES
Executive Officer · 2.5%
5502675
HENNESSEY, ADAM, HUGH
Executive Officer · 2.5%
7225764
WHITE, ERIN, HELEN
Executive Officer · 2.5%
7152170