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 03/31/21. The fund's latest filing disclosed 627MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/21. The fund's latest filing disclosed 627MM in positions, representing 7% of the manager's regulatory AUM.
SUMMIT PARTNERS L P StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SUMMIT PARTNERS L P Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CASA | 51.89% | Tech | -21.2% | -18.6% | 67 | 0% | ||
| ATEN | 14.66% | Tech | 32.88% | 2.97% | 12 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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 |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SUMMIT PARTNERS L P Portfolio Concentration
SUMMIT PARTNERS L P Location
222 BERKELEY STREET
BOSTON, Massachusetts
UNITED STATES, 02116
BOSTON, Massachusetts
UNITED STATES, 02116
SUMMIT PARTNERS L P Contact Information
Phone Number: 617-824-1000
Fax Number: 617-824-1100
Website: http://www.summitpartners.com
Fax Number: 617-824-1100
Website: http://www.summitpartners.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here