Fund family · SEC Form D record
SUMMIT INVESTORS funds
SUMMIT INVESTORS has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2016 to 2025. The newest is Summit Investors XII, LLC, first filed Feb 11, 2025. The adviser of record on Form ADV Schedule D is Summit Partners, L.P..
- Vehicles
- 4
- Numbered generations
- 4
- First filing
- 2016
- Latest filing
- Feb 11, 2025
Adviser of record (Form ADV Schedule D) Summit Partners, L.P. (CRD 135271)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund XII
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Summit Investors XII, LLCCIK 2055206 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| SUMMIT INVESTORS XI, LLCCIK 1872871 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund X
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| SUMMIT INVESTORS X, LLCCIK 1777794 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Summit Investors I, LLCCIK 1435565 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the SUMMIT INVESTORS funds
- How many SUMMIT INVESTORS funds are there?
- The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Mar 31, 2016 and the latest filing on Feb 11, 2025. By generation: Fund XII (Summit Investors XII, LLC, first filed Feb 11, 2025); Fund XI (SUMMIT INVESTORS XI, LLC, first filed Jan 31, 2025); Fund X (SUMMIT INVESTORS X, LLC, first filed Jan 31, 2025); Fund I (Summit Investors I, LLC, first filed Apr 26, 2017).
- What is the latest SUMMIT INVESTORS fund?
- Summit Investors XII, LLC, which first filed a Form D on Feb 11, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the SUMMIT INVESTORS funds?
- Summit Partners, L.P. (RIA, CRD 135271), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the SUMMIT INVESTORS funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.