# Spectrum Equity

> Spectrum Equity is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 160619
- Filed as: SPECTRUM EQUITY
- Legal name: Spectrum Equity Management, Inc.
- Also doing business as: SPECTRUM EQUITY MANAGEMENT VI, LLC, SPECTRUM EQUITY MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160619
- AdvisorCensus page: https://advisorcensus.com/firm/spectrum-equity-boston-ma-160619

## Quick answers

**How is Spectrum Equity compensated?**
On its Form ADV (Item 5.E, October 2026), Spectrum Equity reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Spectrum Equity located?**
Spectrum Equity's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Spectrum Equity registered with the SEC or a state?**
Spectrum Equity is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160619.

**How much does Spectrum Equity manage?**
Spectrum Equity reports $7,319,267,753 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Spectrum Equity's assets and staff changed since 2021?**
In the Form ADV data for Spectrum Equity: Regulatory assets under management: $7,353,523,747 in the October 2021 data and $7,319,267,753 in the October 2026 data, unchanged. Total employees: 65 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Spectrum Equity serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (32).

**Does Spectrum Equity report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160619

**What changed in Spectrum Equity's recent Form ADV filings?**
In the April 2026 filing data: Added an office in London. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $7,319,267,753
- Discretionary: $7,319,267,753
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 32 | $7,319,267,753 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 80 total, 42 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- spectrumequity.com
- LinkedIn @spectrum-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,353,523,747 | 65 | March 29, 2021 |
| October 2022 | $8,186,649,311 | 66 | March 30, 2022 |
| October 2023 | $8,020,456,183 | 71 | March 30, 2023 |
| October 2024 | $8,324,089,186 | 74 | March 28, 2024 |
| October 2025 | $7,380,492,917 | 80 | March 27, 2025 |
| October 2026 | $7,319,267,753 | 80 | March 30, 2026 |

Regulatory assets under management: $7,353,523,747 in the October 2021 data and $7,319,267,753 in the October 2026 data, unchanged.
Total employees: 65 in October 2021 and 80 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in London.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spectrum Equity (CRD 160619): Form ADV filing data as of October 2026.