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Summit Partners Europe, L.P. (Boston)


Summit Partners Europe, L.P. is a large advisory firm based in Boston. It manages $274.61 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

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Summit Partners Europe provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Summit Partners Europe: assets under management

The assets under management (AUM) of Summit Partners Europe, L.P. is $274.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $274.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $274.61 million each.
Summit Partners Europe has custody of $274.61 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Summit Partners Europe, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Walter German Kortschak Trustee 1 Aug 1990 Other 4947356
Llc Summit Master Company General partner 1 Aug 1999 Other 04-3478655
Walter German Kortschak Board member 1 Aug 1999 Other 4947356
Stephen Gilbert Woodsum Board member 1 Aug 1999 Other 4947280
Thomas Scott Roberts Board member 1 Dec 2000 Other 4947357
Martin Joseph Mannion Board member 1 Dec 2000 Other 1299321
Bruce Roger Evans Board member 1 Dec 2000 Other 4947358
Joseph Francis Trustey Board member 1 Dec 2000 Other 4947359
James Richard Westra Board member 1 Apr 2006 Other 1491386
L.P. Summit Partners Manager 1 Jan 2008 Other 135271
Llc Summit Master Company Board ultimate control person 1 Jan 2008 Other 04-3478655
L.P. Summit Partners General partner 1 Mar 2008 Other 135271
Llc Summit Master Company General partner 1 Mar 2008 Other 04-3478655

Based in Boston

The principal office where Summit Partners Europe, L.P. performs its advisory services is located at 222 Berkeley Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-824-1000 or by fax 617-824-1100. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.summitpartners.com.


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