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Summit Partners Pe Vii, LLC (Boston)


Summit Partners Pe Vii, LLC is a large advisory firm based in Boston. It manages $2.29 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

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Summit Partners Pe Vii 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 Pe Vii: assets under management

The assets under management (AUM) of Summit Partners Pe Vii, LLC is $2.29 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.29 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 billion each.
Summit Partners Pe Vii has custody of $2.29 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Summit Partners Pe Vii, LLC for their services and products based on a percentage of assets under management. 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 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
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
Joseph Francis Trustey Board member 1 Dec 2000 Other 4947359
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
James Richard Westra Board member 1 Apr 2006 Other 1491386

Based in Boston

The principal office where Summit Partners Pe Vii, LLC 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 614-824-1000 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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