Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > SUMMIT PARTNERS CREDIT ADVISORS, L.P.
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
222 Berkeley Street
18th Floor
Boston, Massachusetts 02116-3748
Tel: 617-824-1000
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 Status | Approved |
|---|---|
| Firm CRD# | 153195 |
| SEC# | 801-71248 |
| Assets Managed by Firm | $815,264,856 |
| No. of Clients | 16 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $815,264,856 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Boston, Massachusetts