# Summit Partners Credit Advisors, L.P.

> Summit Partners Credit Advisors, L.P. is an SEC-registered investment advisory firm in Boston, MA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 153195
- Filed as: SUMMIT PARTNERS CREDIT ADVISORS, L.P.
- Also doing business as: SUMMIT PARTNERS CREDIT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153195
- AdvisorCensus page: https://advisorcensus.com/firm/summit-partners-credit-advisors-l-p-boston-ma-153195

## Quick answers

**How is Summit Partners Credit Advisors, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Partners Credit Advisors, L.P. 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 Summit Partners Credit Advisors, L.P. located?**
Summit Partners Credit Advisors, L.P.'s principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Summit Partners Credit Advisors, L.P. registered with the SEC or a state?**
Summit Partners Credit Advisors, L.P. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153195.

**How much does Summit Partners Credit Advisors, L.P. manage?**
Summit Partners Credit Advisors, L.P. reports $418,976,513 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Summit Partners Credit Advisors, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Summit Partners Credit Advisors, L.P.: Regulatory assets under management: $1,479,496,028 in the October 2021 data and $418,976,513 in the October 2026 data, down 72%. Total employees: 21 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Summit Partners Credit Advisors, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Summit Partners Credit Advisors, L.P. 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/153195

**What changed in Summit Partners Credit Advisors, L.P.'s recent Form ADV filings?**
In the September 2026 filing data: 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: $418,976,513
- Discretionary: $418,976,513
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $418,976,513 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 9 total, 7 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 September 2026 filing
- Menlo Park, CA

### Websites listed on Form ADV (Item 1.I)
- summitpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,479,496,028 | 21 | July 16, 2021 |
| October 2022 | $1,347,333,926 | 20 | March 28, 2022 |
| October 2023 | $1,131,021,912 | 11 | September 1, 2023 |
| October 2024 | $815,264,856 | 9 | March 22, 2024 |
| October 2025 | $630,762,357 | 9 | March 21, 2025 |
| October 2026 | $418,976,513 | 9 | August 20, 2026 |

Regulatory assets under management: $1,479,496,028 in the October 2021 data and $418,976,513 in the October 2026 data, down 72%.
Total employees: 21 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Regulatory assets under management went from $630,762,357 to $418,976,513 (-34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Partners Credit Advisors, L.P. (CRD 153195): Form ADV filing data as of October 2026.