Summit Partners, LP

Summit Partners, LP (CRD# 135271) is a financial advisory firm headquartered in Boston, MA. They manage $34,741,173,981 in 76 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
222 Berkeley Street, Boston, MA 02116
https://www.facebook.com/summit-partners-1356145997755241/
By the Numbers
  • Total Assets Under Management
    34,741
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $457,120,710
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
The map below shows states where this firm has explicit registration only.

CA, MA, NY

Financial Advisors at Summit Partners, LP
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals