SourcingSourcing

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

C25
CRD 175100·SEC 801-81001·BOSTON, MA
AUM
$4.62B
$1B+
Est. Revenue
$46.2M
@ 1% on AUM
Est. EBITDA
$13.9M
@ 30% margin
Est. Deal Value
$110.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD
175100
SEC file #
801-81001
EIN
161640417
DBA names
—

Economics

AUM
$4.62B
AUM band
$1B+
AUM trajectory
'20'26
$1.25B → $4.62B▲ +269%
Client mix
Pooled Investment Vehicles12
Investment Companies1

Operations

Employees (total)
22
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
13 advisors → 17 advisors▲ +31%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
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
SUMMIT PARTNERS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
SUMMIT PARTNERS, L.P.
CHUNG, PETER, Y
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
0001279895
Edgar Registered
Yes
Edgar Filing Count
199
Edgar First Filing Date
2004-02-12
Edgar Last Filing Date
2015-05-15
Edgar 13f Count
49
Edgar 13f Latest AUM Estimate
Filing Date2015-05-15
Accession0001172661-15-001081

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
Morgan Stanley40
Northern Trust24
E*trade4
State Street1
Edgar Addresses
Mailing
222 BERKELEY STREET17TH FLOORBOSTON, MA 02116
Business
222 BERKELEY STREET17TH FLOORBOSTON, MA 02116
Edgar EIN
161640417
Edgar Recent Filings
13F-HR2015-05-15 · 0001172661-15-001081
13F-HR2015-02-17 · 0001172661-15-000443
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 (5)

5
SUMMIT PARTNERS, L.P.
Direct Owner · 87.5%
135271
CHUNG, PETER, Y
Direct Owner · 7.5%
4950552
COLLINS, SCOTT, CHARLES
Direct Owner · 7.5%
5502675
HENNESSEY, ADAM, HUGH
Executive Officer · 2.5%
7225764
WHITE, ERIN, HELEN
Executive Officer · 2.5%
7152170