SUMMIT PARTNERS L P Overview

Summit Partners L P is an investment advisor that manages 8.9 BN dollars in regulatory AUM and has 155 employees, of which 85 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 454MM in positions, representing 5% of the manager's regulatory AUM.

SUMMIT PARTNERS L P StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUMMIT PARTNERS L P Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACIA 65.76% Tech -35.7% -22.7% 2 2%
ATEN 22.28% Tech -25.91% -5.26% 11 2%
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FEATURED IN
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SUMMIT PARTNERS L P Founders and Key Employees

Name Title In Position Since
Walter G. Kortschak Limited Partner August-1999
Martin J. Mannion Limited Partner August-1999
Thomas S. Roberts Limited Partner August-1999
Bruce R. Evans Limited Partner August-1999
Joseph F. Trustey Limited Partner August-1999
Robin W. Devereux Chief Compliance Officer April-2005
Peter Y. Chung Limited Partner August-1999
Scott C. Collins Limited Partner August-1999

SUMMIT PARTNERS L P Brokers, Custodians, Auditors and Administrators

Type Company
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SUMMIT PARTNERS L P Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

General

The principal investment strategy of the Managers is to achieve long-term capital appreciation, primarily by acquiring equity and equity-related securities and debt in private growth-oriented companies. Summit Partners invests in growth companies across many industry categories. The primary industries in which Summit Partners has invested to date include business services, communications technology and services, consumer products, education, energy, financial services, healthcare and life sciences, industrial products, Internet and information services, media and entertainment, semiconductors and electronics, and software.

The following is a summary of the investment strategies and methods of analysis generally employed by the Managers on behalf of the Funds and a summary of certain risks involved with the Managers’ investment strategy and an investment in the Funds. More detailed descri...
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SUMMIT PARTNERS L P Portfolio Concentration

SUMMIT PARTNERS L P Location

222 BERKELEY STREET
BOSTON, Massachusetts
UNITED STATES, 02116

SUMMIT PARTNERS L P Contact Information

Phone Number: 617-824-1000
Fax Number: 617-824-1100
Website:

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