PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:51 AM ET

Sponsor Check › Sponsor group

S

Summit

One sponsor team, 4 deal companies · New York, NY

Grouped because: 1 shared person, 1 shared management entity, same business address (4 issuers), similar issuer names (4) (automatic match from the filings) · not the same sponsor?

4deal companies
$0reported sold
0investors
4Form D filings
2019–2021active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 20, 2021 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Summit is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names; automatic match from the filings), filing 4 Form D filings between Jan 2019 and Sep 2021.

What this means One team, 4 deal companies, about 2 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $0 (latest filing per issuer). Industries as reported: Pooled Investment Fund (4). Issuers are based in NY (4).

What this means $0 raised across the group. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Justin Lioi (4 issuers, executive officer and promoter) and iCapital PE GP, LLC, (4 issuers, executive officer and promoter, entity).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Sep 20, 2021.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 6 court cases matching the name, 10 bankruptcy cases matching the name listed in Key records below.

What this means 16 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 4 public filings for Summit and found 3 differences, 2 worth asking the sponsor about: 41 other issuers file from the same address; 40 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Summit has not run yet — it is joining a line of 42,191 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

6 cases: 1 open, 2 closed (disposition not in docket feed), 1 judgment, 2 dismissed

United States Steel Corporation v. Summit Inc open matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:24-cv-00126 · Filed Apr 11, 2024 · Nature of suit: Other Statutory Actions · Cause: 49:14706 Damages to Interstate Shipments by Motor Carriers
Role of Summit Inc: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state)
United States Steel Corporation v. Summit, Inc. closed matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:24-cv-00116 · Filed Apr 2, 2024 · Closed Apr 4, 2024
Role of Summit, Inc.: Defendant · Outcome: Terminated 2024-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state)
Bank of America NA v. Summit Inc judgment matched at sponsor-group level (Summit)
District Court, N.D. Indiana · No. 2:11-cv-00323 · Filed Sep 2, 2011 · Closed Apr 9, 2013 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Contract Dispute
Role of Summit Inc: Defendant · Outcome: Terminated 2013-04-09 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 2011, issuer incorporated 2018
Sasso v. Summit Corp. closed matched at sponsor-group level (Summit)
District Court, E.D. New York · No. 1:91-cv-00844 · Filed Mar 8, 1991 · Closed Jun 6, 1991
Role of Summit Corp.: Defendant · Outcome: Terminated 1991-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 1991, issuer incorporated 2018
Labor v. Summit Corp dismissed matched at sponsor-group level (Summit)
District Court, D. Massachusetts · No. 1:87-cv-02647 · Filed Oct 29, 1987 · Closed Jun 21, 1990 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Summit Corp: Defendant · Outcome: Terminated 1990-06-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1987, issuer incorporated 2018
SUMMIT LTD v. LEVY dismissed matched at sponsor-group level (Summit)
District Court, S.D. New York · No. · Filed Aug 23, 1985 · Closed Oct 2, 1987 · Nature of suit: 190 Other contract actions
Role of SUMMIT LTD: Plaintiff · Outcome: Terminated 1987-10-02 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (NY); filed 1985, issuer incorporated 2018
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Summit..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

10 cases: 10 closed (disposition not in docket feed)

Summit, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, C.D. California · No. 2:22-bk-13853 · Filed Jul 15, 2022 · Closed Jun 1, 2023
Role of Summit, LLC: Debtor · Outcome: Case closed 2023-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Boyd v. Summit, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, W.D. Michigan · No. 10-80270 · Filed Apr 1, 2010 · Closed Apr 5, 2011
Role of Summit, Inc.: Defendant · Outcome: Case closed 2011-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2010, issuer incorporated 2018
Hoerner v. Summit, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, W.D. Michigan · No. 04-88636 · Filed Aug 17, 2004 · Closed Oct 3, 2005
Role of Summit, LLC: Defendant · Outcome: Case closed 2005-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2004, issuer incorporated 2018
CHARTER BHS OF NEW JERSEY/SUMMIT, LLC closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Delaware · No. 00-01031 · Filed Feb 16, 2000 · Closed Feb 20, 2004
Role of SUMMIT, LLC: Debtor · Outcome: Case closed 2004-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state); filed 2000, issuer incorporated 2018
Summit Company v. Pizza Hut of America, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 96-2115 · Filed Mar 8, 1996 · Closed Jan 22, 1997
Role of Summit Company: Plaintiff · Outcome: Case closed 1997-01-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1996, issuer incorporated 2018
Summit Company v. Ali, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 95-2896 · Filed Oct 31, 1995 · Closed Feb 19, 1997
Role of Summit Company: Plaintiff · Outcome: Case closed 1997-02-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1995, issuer incorporated 2018
City of Jersey City v. Summit Company closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 94-2250 · Filed Apr 20, 1994 · Closed Dec 16, 1994
Role of Summit Company: Defendant · Outcome: Case closed 1994-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1994, issuer incorporated 2018
Summit Company closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. New Jersey · No. 94-20460 · Filed Jan 25, 1994 · Closed Nov 17, 1997
Role of Summit Company: Debtor · Outcome: Case closed 1997-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 1994, issuer incorporated 2018
Leonard v. Summit, Inc. closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Oregon · No. 91-03485 · Filed Oct 3, 1991 · Closed Nov 7, 1991
Role of Summit, Inc.: Defendant · Outcome: Case closed 1991-11-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OR (not the issuer's state); filed 1991, issuer incorporated 2018
Summit Corporation closed matched at sponsor-group level (Summit)
United States Bankruptcy Court, D. Massachusetts · No. 87-10830 · Filed May 28, 1987 · Closed Oct 28, 1997
Role of Summit Corporation: Debtor · Outcome: Case closed 1997-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 1987, issuer incorporated 2018
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

3 differences found between the filings for Summit — 2 worth asking about (compared 4 filings on Oct 24, 2026)

Worth asking · Sep 8, 2021 – Sep 20, 2021

41 other issuers file from the same address — 2 member issuers (Summit Partners Growth Equity XI Access (U.S.), L.P.; Summit Partners Growth Equity XI Access (International), L.P.)

The address on file, Icapital Pe Gp, Llc, 60 East 42nd Street, 26th Floor, New York, NY, is used by 43 issuers in our index across 16 sponsor groups; 41 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Worth asking · Jan 11, 2019

40 other issuers file from the same address — 2 member issuers (Summit Growth Equity X Access (International), L.P.; Summit Growth Equity X Access (U.S.), L.P.)

The address on file, C/O Institutional Capital Network, Inc., 60 East 42nd Street, 26th Floor, New York, NY, is used by 42 issuers in our index across 19 sponsor groups; 40 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Note · Jan 11, 2019 – Sep 20, 2021

Member companies were formed in 2 different states

Delaware (3), Cayman Islands (1) — out of 4 member issuers. The odd ones out: Summit Partners Growth Equity XI Access (International), L.P. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 4 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 20, 2021 D
Summit Partners Growth Equity XI Access (International), L.P.
File 021-413843
$0$0$0
Private placement clients of Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and affiliates (Raymond James) may be required to pay an upfront placement fee directly to Raymond James.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
EDGAR ↗
Sep 8, 2021 D
Summit Partners Growth Equity XI Access (U.S.), L.P.
File 021-412605
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2019 D
Summit Growth Equity X Access (U.S.), L.P.
File 021-330317
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)

Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Jan 11, 2019 D
Summit Growth Equity X Access (International), L.P.
File 021-330320
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)

Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 4 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Summit in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SG Summit Growth Equity X Access (International), L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$250,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗SG Summit Growth Equity X Access (U.S.), L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$250,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗SP Summit Partners Growth Equity XI Access (U.S.), L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SP Summit Partners Growth Equity XI Access (International), L.P.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesNEW YORK, NYPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 20, 2021Summit Partners Growth Equity XI Access (International), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Sep 8, 2021Summit Partners Growth Equity XI Access (U.S.), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 11, 2019Summit Growth Equity X Access (International), L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 11, 2019Summit Growth Equity X Access (U.S.), L.P.DPooled Investment FundIndefinite$0

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 20, 2021. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Pooled Investment Fund (2019–2021).

People across the group

NameRolesIssuers hereFirst → last listed
IP iCapital PE GP, LLC, entityExecutive Officer, Promoter4Jan 11, 2019 → Sep 20, 2021
JL Justin LioiPromoter, Executive Officer4Jan 11, 2019 → Sep 20, 2021

Business registration (state registry / Secretary of State)

None of the 4 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Summit.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Summit as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Summit's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #241,615 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Change history

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Sponsor response

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Look further

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