Summit Partners, LP
Summit Partners, LP (CRD# 135271) is a financial advisory firm headquartered in Boston, MA. They manage $31,803,735,320 in 71 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management31,804MILLION
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$447,939,934
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NY
Financial Advisors at Summit Partners, LP
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.