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SUMMIT PARTNERS CREDIT ADVISORS, L.P.

222 Berkeley Street
18th Floor
Boston, Massachusetts 02116-3748
Tel: 617-824-1000

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About SUMMIT PARTNERS CREDIT ADVISORS, L.P.

SUMMIT PARTNERS CREDIT ADVISORS, LP, formally registered with the SEC as SUMMIT PARTNERS CREDIT ADVISORS, LP. The firm was established in 04/01/2010. They have over 2 offices throughout the country.

SUMMIT PARTNERS CREDIT ADVISORS, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $815,264,856 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153195
SEC#801-71248
Assets Managed by Firm$815,264,856
No. of Clients16
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total16$815,264,856

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