SUMMIT PARTNERS, L.P.

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

About SUMMIT PARTNERS, L.P.

SUMMIT PARTNERS, LP, formally registered with the SEC as SUMMIT PARTNERS, LP. The firm was established in 05/12/2005. They have over 5 offices throughout the country.

SUMMIT PARTNERS, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $34,741,173,981 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 205 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135271
SEC#	801-64273
Assets Managed by Firm	$34,741,173,981
No. of Clients	76
No. of Advisors	205

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	76	$34,741,173,981

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