Summit Partners Credit Debt and Equity Investments

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Summit Partners has a strong track record of making debt and equity investments in growth-oriented companies. Their investment approach typically involves partnering with experienced management teams to drive growth and expansion.

The firm has made debt investments in companies such as Home Chef, a meal kit delivery service, and Blue Apron, a meal kit and food delivery company. These investments have helped these companies scale their operations and reach new customers.

Summit Partners' equity investments have also been successful, with the firm investing in companies like HelloWorld, a customer engagement and loyalty platform. This investment helped HelloWorld expand its services and increase its customer base.

A fresh viewpoint: Qualified Nonrecourse Debt

Subordinated Debt Fund IV-A

Summit Partners Subordinated Debt Fund IV-A is a private equity fund with approximately $313.7 million in assets.

The fund is operated by Summit Partners, L.P. and has a current minimum investment of $5 million.

Management owns just 2 percent of the fund, which is a relatively small stake considering the fund's size.

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The fund is registered with the Securities and Exchange Commission, with a private fund ID of 805-3808261263.

Summit Partners, L.P. is the fund manager, and they also manage 26 other private funds.

The fund relies on Reg D exemption and has a rank of 13984 out of 30967 registered private funds.

The beneficial owners of the fund number 73, and 2 percent of the fund is owned by fund of funds.

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Growth Equity and Debt

Summit Partners Credit offers a range of financing options, including growth equity and debt, to help businesses scale and achieve their goals.

Growth equity investments are typically used for companies looking to expand their operations, enter new markets, or make strategic acquisitions, as seen in the article's discussion of Summit Partners Credit's investments in companies like KKR.

Summit Partners Credit provides debt financing to support companies' growth plans, often in the form of senior debt, mezzanine debt, or unitranche debt, which can be used to refinance existing debt, fund acquisitions, or support working capital needs.

Assets, Funds, Holdings

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Summit Partners Subordinated Debt Fund Iv-A, L.P. has approximately $313.7 million in assets, with a minimum investment of $5 million. This fund is part of a larger group of private equity funds managed by Summit Partners, L.P., which includes 27 funds.

Summit Partners, L.P. has a total of $815.3 million in assets under management, with 16 clients. The firm's assets are managed by 9 employees, with 78% of them being investors. Summit Partners, L.P. has a CRD number of 135271 and a SEC number of 801-3808261263.

The firm's assets are broken down into various categories, including pooled investment vehicles, pension and profit sharing plans, and charitable organizations. However, it appears that Summit Partners, L.P. does not have any assets in these categories, with all of its assets being managed by pooled investment vehicles.

Here is a breakdown of the firm's assets by client type:

Summit Partners, L.P. also has several related firms, including Summit Partners LP and Summit Partners Public Asset Management LLC. These firms have a combined AUM of $37.4 billion.

Growth Equity: Crowding

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Growth equity is getting crowded, with a whopping $70.5 billion raised for the strategy in the first half of the year alone.

This influx of capital has led to increased competition, making it harder for growth equity firms to stand out and deliver returns.

The sheer amount of money pouring into growth equity is staggering, and it's clear that the market is getting more crowded by the day.

Frequently Asked Questions

Is Summit Partners legit?

Yes, Summit Partners is a reputable and established global investment firm with over 37 years of experience and $37 billion in managed capital. Founded in 1984, the firm has a proven track record of investing in various opportunities.

Is Summit Partners a hedge fund?

Yes, Summit Partners is a hedge fund manager with additional offices in California, London, and Luxembourg. They also offer public asset management services.

Felicia Koss

Junior Writer

Felicia Koss is a rising star in the world of finance writing, with a keen eye for detail and a knack for breaking down complex topics into accessible, engaging pieces. Her articles have covered a range of topics, from retirement account loans to other financial matters that affect everyday people. With a focus on clarity and concision, Felicia's writing has helped readers make informed decisions about their financial futures.

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