SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

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

About SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC, formally registered with the SEC as SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC. The firm was established in 02/27/2015. They have over 2 offices throughout the country.

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,687,544,014 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175100
SEC#	801-81001
Assets Managed by Firm	$2,687,544,014
No. of Clients	13
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$2,687,544,014

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