Summit Partners, L.P.
Boston, MA·SEC-registered · CRD #135271
Summit Partners, L.P. is an SEC-registered investment advisory firm in Boston, MA managing $42B across 87 client accounts, with 118 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$42B
Client accounts
87
Advisory staff
118
Fee model
Fee-only
How Summit Partners, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Summit Partners, L.P.
How much does Summit Partners, L.P. manage?
Per its most recent SEC Form ADV filing (03/27/2026), Summit Partners, L.P. reports $42B in regulatory assets under management across roughly 87 client accounts.
How does Summit Partners, L.P. charge?
Summit Partners, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Summit Partners, L.P. a fiduciary?
Yes. Summit Partners, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #135271), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Summit Partners, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Summit Partners, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Summit Partners, L.P.'s public SEC Form ADV filing (CRD #135271, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Summit Partners, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Summit Partners, L.P.? Claim this profile.