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SUMMIT PARTNERS, L.P.

BOSTON, MA · CRD 135271 · IAPD ↗ · summitpartners.com · 617-824-1000

$42.01BRegulatory AUM
118Advisory reps
218Employees
0Clients
n/aPlanning clients
87Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — SUMMIT PARTNERS, L.P. grew from 113 to 118 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — SUMMIT PARTNERS, L.P. reported RAUM up 26% ($34.74B -> $43.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.