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Summit Partners Sd Iii, LLC (Boston)


Summit Partners Sd Iii, LLC is a large advisory firm based in Boston. It manages $288.18 million 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 Sd Iii 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 Sd Iii: assets under management

The assets under management (AUM) of Summit Partners Sd Iii, LLC is $288.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 551% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $288.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144.09 million each.
Summit Partners Sd Iii has custody of $288.18 million 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 Sd Iii, 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
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

Based in Boston

The principal office where Summit Partners Sd Iii, 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 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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