Summit Partners, L.P.

Summit Partners provides investment management and advisory services exclusively to private pooled funds and related vehicles, focusing on growth‑equity, venture capital and subordinated‑debt strategies. The firm’s Brochure states it managed approximately $42.0 billion in discretionary assets as of December 31, 2025.

The firm seeks long‑term capital appreciation through negotiated equity and debt investments in growth‑oriented companies, employing board representation, internal value‑enhancement teams and the use of Executives‑in‑Residence, Advisory Partners and Strategic Advisors to support portfolio company execution. Summit also operates a variety of dedicated vehicles and co‑investment structures, and it sub‑advises an insurance‑dedicated fund and has formed reinvestment funds to offer tailored liquidity options, as described in the Brochure.

The Brochure discloses several features that are less common among peer investment managers, including the firm’s use of testimonials, endorsements and third‑party ratings in its advertising and an extensive network of affiliated advisers and co‑invest vehicles. It also notes non‑investment affiliations (including with a commodity‑trading entity) and provides detailed disclosure of supplemental fees, allocation practices and potential conflicts that arise from co‑investments, subscription facilities and other fund‑level arrangements.