Summit Partners key facts
- Summit Partners is a private equity firm based in Boston, Massachusetts with 30 tracked portfolio companies.
- Notable positions include FNZ Group, Odoo, Socure.
- PrivateMarketView records 3 deal participations by Summit Partners.
- Summit Partners’s most recent recorded investment was in Aug 2026, one of 1 in the last 12 months.
- Summit Partners has 1 fund on record.
- The team roster lists 126 people.
About Summit Partners
Founded in 1984, Summit Partners is a private equity firm based in Boston, Massachusetts. The firm seeks to invest in companies operating in the technology, healthcare & life sciences, growth products & services sectors. This firm is a Registered Investment Adviser (RIA).
Investment focus
Its SEC Form ADV lists $2.1 billion in regulatory assets under management across 12 private funds (Mar 2026).
Investment activity
Summit Partners portfolio at a glance
Summit Partners funds
1 fund is on record for Summit Partners. The most recent is Millennium Technology Value Partners II (Millennium Technology Value Partners).
Summit Partners team
126 people are on record at Summit Partners: 54 principals, 20 associates, 19 partners, 9 advisors and 24 others. Senior names include Adam Hennessey (Chief Financial Officer), Bruce R. Evans (Founder) and David Schiller (Executive). 126 of them have a verified direct contact on file.
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Summit Partners at the SEC
Form ADV · 2026-03 · CRD 175100- Regulatory AUM
- $2.1B
- Private fund assets
- $4.3B
- Private funds
- 12 · 12 hedge
- Staff
- 22
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC).
- ·The top 10 names in the book — of 30 recorded positions
- ·Watchlist + alerts for Summit Partners's activity
Portfolio
30 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| FNZ Group | — | ▮ | ▮ | ▮ |
| Odoo | Business/Productivity Software | ▮ | ▮ | ▮ |
| Socure | — | ▮ | ▮ | ▮ |
+ 27 more companies · all 30, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Summit Partners recent deals
3 recordedMembership and data by Private Market View
Funds
1 recorded- Millennium Technology Value Partners II (Millennium Technology Value Partners)—
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Summit Partners
- What companies does Summit Partners invest in?
- Summit Partners has 30 recorded portfolio companies, including FNZ Group, Odoo, Socure.
- What is Summit Partners's AUM?
- Summit Partners manages approximately $45.0B in assets.
- Is Summit Partners actively investing?
- Summit Partners's most recent recorded investment was in Aug 2026, with 1 investments in the last 12 months.