Fund family · SEC Form D record

Summit Partners Growth Equity funds

Summit Partners Growth Equity has 4 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2021 to 2024. The newest is Summit Partners Growth Equity XII Access (U.S.), L.P., first filed Jun 14, 2024. The adviser of record on Form ADV Schedule D is Icapital Advisors, LLC.

Vehicles
4
Numbered generations
2
First filing
2021
Latest filing
Oct 17, 2024

Adviser of record (Form ADV Schedule D) Icapital Advisors, LLC (CRD 177513)

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

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Summit Partners Growth Equity XII Access (U.S.), L.P.CIK 2025815First sale yet to occurEDGAR
Summit Partners Growth Equity XII Access (International), L.P.CIK 2041286No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund XI

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Summit Partners Growth Equity XI Access (U.S.), L.P.CIK 1873998First sale yet to occurEDGAR
Summit Partners Growth Equity XI Access (International), L.P.CIK 1880685First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Summit Partners Growth Equity funds

How many Summit Partners Growth Equity funds are there?
The SEC Form D record shows 4 vehicles in 2 numbered generations, the earliest filed Sep 8, 2021 and the latest filing on Oct 17, 2024. By generation: Fund XII (2 vehicles, first filed Jun 14, 2024); Fund XI (2 vehicles, first filed Sep 8, 2021).
What is the latest Summit Partners Growth Equity fund?
Summit Partners Growth Equity XII Access (U.S.), L.P., which first filed a Form D on Jun 14, 2024. 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 Partners Growth Equity funds?
Icapital Advisors, LLC (RIA, CRD 177513), 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 Partners Growth Equity 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.