Summit Partners Credit Advisors, L.P.
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 153195
· SEC file 801-71248
· Boston, MA
· WWW.SUMMITPARTNERS.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $419M
- Discretionary
- $419M
- Clients
- 11
- Avg AUM / client
- $38.1M
- Accounts
- 11
- Employees
- 9
AUM over time
$236M
$1.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $419M | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $815M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Summit Partners Credit Fund Iv, L.P. | Private Equity Fund | Delaware | $338M | 29 |
| Summit Partners Credit Fund Iii, L.P. | Private Equity Fund | Delaware | $144M | 49 |
| Summit Partners Credit Fund Ii, L.P. | Private Equity Fund | Delaware | $129M | 50 |
| Summit Partners Credit Offshore Fund Iii, L.P. feeder | Private Equity Fund | Cayman Islands | $92.5M | 28 |
| Summit Partners Credit Offshore Fund Iv, L.P. feeder | Private Equity Fund | Cayman Islands | $46.6M | 9 |
| Summit Partners Credit Fund B 2, L.P. | Private Equity Fund | Delaware | $25.8M | 2 |
| Summit Partners Credit Offshore Fund Ii, L.P. feeder | Private Equity Fund | Cayman Islands | $24.6M | 10 |
| Summit Partners Credit Fund A 2, L.P. | Private Equity Fund | Delaware | $11.4M | 3 |
| Summit Partners Credit Fund, L.P. | Private Equity Fund | Delaware | $1.4M | 34 |
| Summit Partners Credit Fund A 1, L.P. | Private Equity Fund | Delaware | $1.1M | 3 |
| Summit Partners Credit Offshore Fund, L.P. feeder | Private Equity Fund | Cayman Islands | $775K | 5 |
| Summit Partners Credit Offshore Fund Iii Aiv, L.P. | Private Equity Fund | Delaware | $93.2K | 28 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chung, Peter, Y | Board Member | Feb 2010 (17y) | Less than 5% | |
| Collins, Scott, Charles | Board Member | Feb 2010 (17y) | Less than 5% | |
| Freeland, James | Limited Partner | Feb 2010 (17y) | 10% – 25% | |
| Hassell, Robert, M. | Limited Partner | Aug 2015 (11y) | 5% – 10% | |
| Carroll, John, Robert | Board Member | Aug 2017 (9y) | GP / trustee / elected manager of Summit Master Company, Llc (indirect) | |
| Frances, Craig, David | Board Member | Aug 2017 (9y) | GP / trustee / elected manager of Summit Master Company, Llc (indirect) | |
| Jennings, Thomas, Hungerford | Board Member | Aug 2017 (9y) | GP / trustee / elected manager of Summit Master Company, Llc (indirect) | |
| Hennessey, Adam, Hugh | Chief Financial Officer & Limited Partner | Jul 2018 (8y) | Less than 5% | |
| Britt, Adam, D | Limited Partner | Dec 2018 (8y) | 5% – 10% | |
| Black, Darren, Michael | Board Member | Feb 2019 (8y) | GP / trustee / elected manager of Summit Master Company, Llc (indirect) | |
| Mannion, Martin, Joseph | Board Member | Feb 2019 (8y) | GP / trustee / elected manager of Summit Master Company, Llc (indirect) | |
| White, Erin, Helen | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Summit Partners, L.P. | Limited Partner | Feb 2010 | A | 50% – 75% |
| Summit Master Company, Llc | General Partner | Feb 2010 | A | Less than 5% |
| Summit Master Company, Llc | General Partner | Aug 1999 | B | GP / trustee / elected manager of Summit Partners, L.P. (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $815M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Summit Partners Credit Fund Iv, L.P. | Private Equity Fund | $338M | $5.0M | 29 |
| Summit Partners Credit Fund Iii, L.P. | Private Equity Fund | $144M | $5.0M | 49 |
| Summit Partners Credit Fund Ii, L.P. | Private Equity Fund | $129M | $5.0M | 50 |
| Summit Partners Credit Offshore Fund Iii, L.P. | Private Equity Fund | $92.5M | $5.0M | 28 |
| Summit Partners Credit Offshore Fund Iv, L.P. | Private Equity Fund | $46.6M | $5.0M | 9 |
| Summit Partners Credit Fund B 2, L.P. | Private Equity Fund | $25.8M | $5.0M | 2 |
| Summit Partners Credit Offshore Fund Ii, L.P. | Private Equity Fund | $24.6M | $5.0M | 10 |
| Summit Partners Credit Fund A 2, L.P. | Private Equity Fund | $11.4M | $5.0M | 3 |
| Summit Partners Credit Fund, L.P. | Private Equity Fund | $1.4M | $5.0M | 34 |
| Summit Partners Credit Fund A 1, L.P. | Private Equity Fund | $1.1M | $5.0M | 3 |
| Summit Partners Credit Offshore Fund, L.P. | Private Equity Fund | $775K | $5.0M | 5 |
| Summit Partners Credit Offshore Fund Iii Aiv, L.P. | Private Equity Fund | $93.2K | $0 | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗