Understanding Summit Partners AUM and Investment Approach

Summit Partners is a global investment firm that has been around since 1984, with a focus on growth equity investments. They have a strong track record of delivering returns to their investors.

Their Alternative Assets division is a significant part of their business, with a focus on private equity and growth equity investments. They have a dedicated team that works closely with portfolio companies to drive growth and value creation.

One of the key factors that sets Summit Partners apart is their ability to invest across different stages of a company's growth, from early-stage to later-stage investments. This allows them to provide support and resources to companies at various points in their development.

Here's an interesting read: STIC Investments

Summit Partners Sustainable Opportunities L/S Fund Limited is a hedge fund with approximately $39.3 million in assets.

This fund is operated by Summit Partners Public Asset Management, LLC and requires a minimum investment of $1,000,000.

Management owns 41 percent of the fund, indicating a significant level of control and influence over its operations.

The fund's administrator is International Fund Services, a state Street Company, which suggests a high level of expertise and reliability in managing the fund's day-to-day activities.

Assets, Funds, Holdings are crucial components of any investment strategy.

Summit Partners LP has a significant presence with $34.7 billion in Assets Under Management (AUM) as of 2024-07-03.

Their AUM breakdown shows that 76 accounts are managed, with $34.7 billion in AUM.

The majority of their AUM comes from Pooled investment vehicles, which account for $34.7 billion.

If we look at the Limited Partners section, we can see that Summit Partners LP has a diverse range of investors, including public pension funds and state retirement systems.

Here's a list of their Limited Partners:

These Limited Partners have entrusted Summit Partners LP with significant assets, and it's essential to understand the types of assets they manage.

Readers also liked: Apax Partners Assets under Management

The Sustainable Opportunities Fund is a hedge fund that's part of the broader sustainable opportunities landscape. It's operated by Summit Partners Public Asset Management, Llc.

The fund has approximately $39.3 million in assets, which is a significant amount for a fund of this type.

The current minimum investment for the fund is $1,000,000, which is a substantial barrier to entry for many investors.

Management owns 41 percent of the fund, which suggests a level of control and influence over the fund's operations.

The fund is administered by International Fund Services, a State Street Company, which provides administrative support and services.

Summit Partners was founded in 1984 by Stephen Woodsum and E. Roe Stamps.

The firm has grown to a team of over 100 investment professionals and 30 Managing Directors located across its offices in Boston, London, and Menlo Park.

Summit Partners has managed combined assets of over $20 billion through 18 equity and fixed income funds.

The firm focuses on investments in the technology, healthcare, and life sciences, and growth products and services sectors.

Some of Summit's most notable technology investments include McAfee, Jamba AG, AVAST, Answers.com, Wildfire Interactive, Finisar, E-TEK Dynamics, and WebEx.

Intriguing read: Jim Davis Redwood Capital Investments

In April 2017, Summit announced the close of two funds at a combined total of $4 billion.

The firm's ninth growth equity fund received $3.3 billion, while its fourth venture fund received $730 million.

Summit raised $1.05 billion for its Summit Partners Credit Fund II in 2014.

The firm's eighth growth equity fund generated an IRR of 18.02% as of September 30th, 2016.

Summit Venture Capital III-A secured an IRR of 19.79% over the same time period.

Consider reading: Is Bain Capital a Private Equity Firm

Summit Partners has a diverse range of categories that reflect their investment focus.

Their categories include fund companies, fund employees, marketing to hedge funds, and private funds.

These categories are essential in understanding the scope of their assets under management (AUM).

Summit Partners' fund companies category encompasses their investment portfolio in various sectors.

Their fund employees category highlights the team behind the investment decisions.

Marketing to hedge funds is another key category, indicating their efforts to reach this specific investor group.

Private funds are a significant part of their AUM, offering a range of investment options.

Here are the categories in a concise list: