Sponsor Check › Person
Related person on Form D filings · address states as listed: MA, NY, CA, CT, VA, WA · listed May 13, 2009 → Sep 17, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
11 of 192 offerings report sales commissions totalling $32,386,375; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 17, 2026 D File 021-597961 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-75971 | $1,088,433 (est.) | $0 (est.) | $0 (est.) | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-109066 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-109064 | $2,404,059 (est.) | $0 (est.) | $0 (est.) | JEFFERIES LLC BrokerCheck CRD 2347 ↗ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ MORGAN STANLEY BANK ASIA LIMITED no CRD number reported MORGAN STANLEY BANK ASIA LIMITED, SINGAPORE BRANCH no CRD number reported MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD no CRD number reported MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-109065 | $8,240,524 (est.) | $0 (est.) | $0 (est.) | JEFFERIES LLC BrokerCheck CRD 2347 ↗ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-330104 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-357465 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-360068 | $376,769 (est.) | $0 (est.) | $0 (est.) | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ |
| EDGAR ↗ | Apr 17, 2026 D File 021-580938 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 20, 2026 D/A File 021-535629 | $0 (est.) | $0 (est.) | $0 (est.) The investment manager is entitled to a management fee, which is disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 17, 2025 D File 021-567206 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗ |
| EDGAR ↗ | Dec 17, 2025 D File 021-567202 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | GOLDMAN SACHS & CO. LLC BrokerCheck CRD 361 ↗ |
| EDGAR ↗ | Dec 3, 2025 D/A File 021-531089 | $0 (est.) | $0 (est.) | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Dec 3, 2025 D/A File 021-531093 | $0 (est.) | $0 (est.) | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 23, 2025 D File 021-544358 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 5, 2025 D File 021-539900 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 11, 2025 D File 021-537903 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 31, 2025 D File 021-537077 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 31, 2025 D File 021-537074 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 27, 2024 D File 021-533399 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 22, 2024 D File 021-530227 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525427 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525431 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525432 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525429 | $0 | $0 | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the Partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525428 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525430 | $0 | $0 | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the Partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 29, 2024 D File 021-519970 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 29, 2024 D File 021-519974 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 28, 2024 D/A File 021-387967 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 13, 2024 D File 021-516007 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 13, 2024 D File 021-516006 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 9, 2024 D File 021-512759 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 13, 2024 D File 021-505144 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 13, 2024 D File 021-505147 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 19, 2023 D File 021-500164 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 19, 2023 D File 021-500166 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 30, 2023 D File 021-498491 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 3, 2023 D/A File 021-323690 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 23, 2023 D/A File 021-457030 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 23, 2023 D/A File 021-457029 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 23, 2023 D/A File 021-457032 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 29, 2023 D File 021-485621 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2023 D/A File 021-404183 | $1,070,848 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 21, 2023 D/A File 021-404184 | $5,892,721 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jun 6, 2023 D File 021-483453 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 6, 2023 D File 021-483451 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | May 11, 2023 D File 021-481529 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 1, 2023 D File 021-474625 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 16, 2023 D File 021-473682 | $0 (est.) | $0 (est.) | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the Partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 16, 2023 D File 021-473680 | $0 (est.) | $0 (est.) | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the Partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 14, 2023 D/A File 021-425995 | $4,008,455 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Feb 14, 2023 D/A File 021-425998 | $4,008,455 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jan 5, 2023 D/A File 021-387964 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 29, 2022 D File 021-469116 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 30, 2022 D File 021-466182 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 30, 2022 D File 021-466185 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 30, 2022 D File 021-466186 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 30, 2022 D File 021-466187 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 18, 2022 D File 021-456215 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 18, 2022 D File 021-456214 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 29, 2022 D File 021-450582 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 15, 2022 D/A File 021-402736 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials. | Monument Group, Inc. BrokerCheck CRD 36399 ↗ First Avenue Partners LLP no CRD number reported FAP USA, L.P. BrokerCheck CRD 145860 ↗ |
| EDGAR ↗ | Jun 15, 2022 D/A File 021-402737 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials. | Monument Group, Inc. BrokerCheck CRD 36399 ↗ First Avenue Partners LLP no CRD number reported FAP USA, L.P. BrokerCheck CRD 145860 ↗ |
| EDGAR ↗ | May 4, 2022 D File 021-444408 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | May 4, 2022 D File 021-444411 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | May 4, 2022 D File 021-444409 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | May 4, 2022 D File 021-444412 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 17, 2021 D File 021-425615 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 17, 2021 D File 021-425609 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 17, 2021 D File 021-425616 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 17, 2021 D File 021-425612 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 28, 2021 D File 021-418865 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 21, 2021 D File 021-418057 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 7, 2021 D File 021-416006 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 7, 2021 D File 021-416008 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 7, 2021 D File 021-416007 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 24, 2021 D File 021-414479 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 23, 2021 D File 021-407485 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 23, 2021 D File 021-407486 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 15, 2021 D File 021-406463 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 14, 2021 D File 021-406109 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 7, 2021 D File 021-405350 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 23, 2021 D File 021-403869 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 23, 2021 D File 021-403891 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 23, 2021 D File 021-403868 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 8, 2021 D File 021-395058 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 4, 2021 D File 021-388518 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 4, 2021 D File 021-388513 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 30, 2020 D File 021-384803 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 29, 2020 D File 021-384580 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer?s governing agreements. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Dec 29, 2020 D File 021-384582 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer?s governing agreements. | EVERCORE GROUP L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Dec 21, 2020 D File 021-383871 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's governing agreements. | Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ |
| EDGAR ↗ | Dec 16, 2020 D File 021-383438 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 23, 2020 D File 021-381272 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 19, 2020 D File 021-381016 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 19, 2020 D File 021-381014 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 19, 2020 D File 021-381018 | $0 | $0 | $0 (est.) The Manager is entitled to a carried interest and a management fee. The carried interest and the management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 9, 2020 D File 021-380041 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 3, 2020 D File 021-379533 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 18, 2020 D File 021-373487 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 18, 2020 D File 021-373485 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 15, 2020 D File 021-368988 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 15, 2020 D File 021-368994 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 15, 2020 D File 021-368991 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | May 18, 2020 D File 021-367212 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND THE MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | May 18, 2020 D File 021-367209 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND THE MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | May 18, 2020 D File 021-367218 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND THE MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | Mar 18, 2020 D File 021-363188 | $0 (est.) | $0 (est.) | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 18, 2020 D File 021-363187 | $0 (est.) | $0 (est.) | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 3, 2019 D/A File 021-354575 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | Dec 3, 2019 D/A File 021-354574 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | Dec 3, 2019 D File 021-354664 | $0 | $0 | $0 (est.) The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 9, 2019 D File 021-350701 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 4, 2019 D/A File 021-75973 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 9, 2019 D File 021-343710 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 9, 2019 D File 021-343709 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 28, 2019 D File 021-340479 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | May 28, 2019 D File 021-340480 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | May 28, 2019 D File 021-340482 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | Mar 8, 2019 D File 021-334357 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 8, 2019 D File 021-334355 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 8, 2019 D File 021-334358 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 16, 2018 D File 021-325996 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2018 D File 021-325998 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2018 D File 021-325997 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 15, 2018 D File 021-319353 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 24, 2018 D File 021-317562 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 21, 2018 D File 021-315088 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2018 D File 021-312073 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 10, 2018 D File 021-312072 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 9, 2018 D/A File 021-272752 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 9, 2018 D/A File 021-285512 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 9, 2018 D File 021-312006 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 19, 2018 D File 021-310632 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 8, 2017 D File 021-300386 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials. | FAP USA, L.P. BrokerCheck CRD 145860 ↗ via First Avenue Partners LLP |
| EDGAR ↗ | Dec 8, 2017 D File 021-300387 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest and a management fee. The carried interest and management fee are fully disclosed in the Issuer's confidential offering materials. | FAP USA, L.P. BrokerCheck CRD 145860 ↗ via First Avenue Partners LLP |
| EDGAR ↗ | Oct 31, 2017 D File 021-297754 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 31, 2017 D File 021-297755 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 15, 2017 D/A File 021-75972 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 12, 2017 D File 021-286606 | $0 (est.) | $0 (est.) | $0 (est.) An affiliate of the GP is entitled to a performance allocation. The management agent of the partnership is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Asante Capital Group LLP no CRD number reported via Asante Capital Group Advisors LLC (CRD 155178 ↗) |
| EDGAR ↗ | Apr 26, 2017 D File 021-285515 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 26, 2017 D File 021-285513 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 14, 2017 D File 021-284856 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Apr 14, 2017 D File 021-284858 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Mar 28, 2017 D File 021-283428 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 20, 2017 D/A File 021-255600 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2016 D File 021-272750 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2016 D File 021-272751 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2016 D File 021-272637 | $0 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Aug 25, 2016 D/A File 021-246426 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Aug 25, 2016 D/A File 021-246427 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Park Hill Group LLC BrokerCheck CRD 135898 ↗ |
| EDGAR ↗ | Jul 7, 2016 D File 021-266513 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D File 021-260408 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D File 021-260409 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 31, 2016 D File 021-260412 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 22, 2016 D File 021-259755 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 15, 2015 D File 021-253138 | $3,884,611 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Nov 20, 2015 D File 021-251611 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 28, 2015 D File 021-248308 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 28, 2015 D File 021-248314 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 28, 2015 D File 021-248310 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2015 D File 021-246428 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 25, 2015 D File 021-246429 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 19, 2015 D File 021-236226 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2015 D File 021-236227 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2014 D File 021-227380 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 15, 2014 D File 021-224724 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 30, 2014 D File 021-218257 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 20, 2014 D File 021-213964 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 16, 2013 D File 021-201526 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 10, 2013 D File 021-199370 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 3, 2013 D File 021-199035 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 15, 2013 D File 021-191988 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 10, 2012 D File 021-185262 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 7, 2012 D/A File 021-161198 | $292,500 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanely Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Sep 7, 2012 D/A File 021-161195 | $1,119,000 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) |
| EDGAR ↗ | Jul 25, 2012 D File 021-181730 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 5, 2012 D File 021-179301 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 19, 2012 D File 021-172167 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2011 D File 021-161240 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 13, 2011 D File 021-161199 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 13, 2011 D File 021-161193 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 4, 2011 D/A File 021-156169 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Eaton Partners, LLC BrokerCheck CRD 31170 ↗ |
| EDGAR ↗ | Mar 4, 2011 D/A File 021-156170 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | Eaton Partners, LLC BrokerCheck CRD 31170 ↗ |
| EDGAR ↗ | Mar 3, 2011 D/A File 021-156161 | $0 | $0 | $0 The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 3, 2011 D/A File 021-156162 | $0 | $0 | $0 (est.) The general partner is entitled to a performance allocation. The general partner is also entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 4, 2011 D File 021-152936 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 13, 2010 D File 021-148996 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 28, 2010 D File 021-141251 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2009 D/A File 021-41477 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2009 D File 021-118379 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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 every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Summit Partners Co-Invest (Cipher), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Sep 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $101,364,741 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $686,492,612 | 676 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $781,515,510 | 254 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,416,506 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,859,595 | 56 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $487,561,284 | 148 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | HyperLight Corp | Director | Apr 17, 2026 | D | $64,999,945 similar: $500,000–$7,000,000 | $52,999,951 | 12 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Alpineer L/S QP Fund, L.P. group: Summit | Executive Officer | Jan 20, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $42,383,120 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Reinvestment Fund II-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Dec 17, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Reinvestment Fund II-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Dec 17, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit III LP group: North Haven | Executive Officer of the General Partner of the General Partner | Dec 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $249,072,704 | 284 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit III Offshore LP group: North Haven | Executive Officer of the General Partner of the General Partner | Dec 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $113,114,745 | 109 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $99,750,184 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,416,506 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $670,576,190 | 707 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $770,180,510 | 257 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $481,095,978 | 154 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $15,741,595 | 69 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Fury), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Apr 23, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Catalyst), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Mar 5, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors XII, LLC group: Summit | Executive Officer | Feb 11, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Jan 31, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Jan 31, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Alpineer L/S QP Fund, L.P. group: Summit | Executive Officer | Jan 17, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Liberty), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Dec 27, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit III Offshore LP group: North Haven | Executive Officer of the General Partner of the General Partner | Dec 4, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit III LP group: North Haven | Executive Officer of the General Partner of the General Partner | Dec 4, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Tea Olive, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Nov 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XII-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XII-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XII (Lux-II), SCSp group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XII (Lux), SCSp group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Dover), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Investors XII, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Gateway), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jul 29, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Gateway-B), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jul 29, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $92,711,193 | 38 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $650,596,813 | 784 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $766,436,510 | 275 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,416,506 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $468,274,040 | 170 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,124,595 | 56 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG K2 QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $23,071,755 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Jun 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Jun 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Ironman), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | May 9, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Giants-BDE), L.P. group: Summit | Director Director of the General Partner of the Issuer | Feb 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Giants), L.P. group: Summit | Director Director of the General Partner of the Issuer | Feb 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Dec 19, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Dec 19, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Morgan Stanley Expansion Credit II Investment Team LEF L.P. group: North Haven | Executive Officer of the General Partner of the Issuer | Nov 30, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 3, 2023 | D/A | Indefinite similar: $500,000–$7,000,000 | $199,881,846 | 167 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Investors VI, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 23, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $242,815,000 | 74 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund VI-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 23, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $242,815,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund VI-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 23, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $242,815,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,633,136 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $635,164,094 | 944 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $699,575,508 | 320 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,416,506 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $465,780,350 | 201 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,874,595 | 50 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Morgan Stanley Expansion Equity IX Investment Team LEF L.P. group: North Haven | Executive Officer of the General Partner of the Issuer | Jun 29, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity IX Offshore Feeder LP group: North Haven | Director of the General Partner of the GP | Jun 21, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $119,175,500 | 255 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity IX LP group: North Haven | Executive Officer of the General Partner of the GP | Jun 21, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $596,499,500 | 1103 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Jun 6, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Jun 6, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Ironman), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | May 11, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (CS) L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Mar 1, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Europe Growth Equity Fund IV, SCSp group: Summit | Executive Officer Executive Officer of the Investment Manager of the Issuer | Feb 16, 2023 | D | $1,342,125,000 similar: $155,000–$5,250,000 | $1,342,125,000 | 93 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Europe Growth Equity Investors IV, SCSp group: Summit | Executive Officer Executive Officer of the Investment Manager of the Issuer | Feb 16, 2023 | D | $1,342,125,000 similar: $155,000–$5,250,000 | $1,342,125,000 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit II Offshore Feeder LP group: North Haven | Executive Officer of the General Partner of the GP | Feb 14, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $88,300,000 | 129 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit II LP group: North Haven | Executive Officer of the General Partner of the GP | Feb 14, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $291,175,000 | 396 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG K2 QP FUND, L.P. group: Summit | Executive Officer | Jan 5, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,300,100 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG OLYMPUS QP FUND, L.P. group: Summit | Executive Officer | Jan 5, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $100 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | VBRICK SYSTEMS INC | Director | Dec 29, 2022 | D | Indefinite similar: $1,100,015–$10,001,163 | $5,723,317 | 5 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Nov 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Nov 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT IV, LLC group: Summit | Executive Officer | Nov 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Nov 30, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 5, 2022 | D/A | Indefinite similar: $500,000–$7,000,000 | $157,154,548 | 153 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Investors VI, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 25, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund VI-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 25, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund VI-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Aug 25, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Lions), L.P. group: Summit | Director Director of the General Partner of the Issuer | Aug 18, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Lions-B), L.P. group: Summit | Director Director of the General Partner of the Issuer | Aug 18, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 30, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $647,156,508 | 340 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 30, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $621,113,094 | 1004 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Green), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jun 29, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,633,136 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,666,506 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $621,113,094 | 1004 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $647,156,508 | 340 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $461,047,350 | 192 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,387,200 | 48 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Offshore Fund IV, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Jun 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $313,472,222 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Fund IV L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Jun 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $313,472,222 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | May 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | May 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT IV, LLC group: Summit | Executive Officer | May 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | May 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG K2 QP FUND, L.P. group: Summit | Executive Officer | Jan 24, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,300,100 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG OLYMPUS QP FUND, L.P. group: Summit | Executive Officer | Jan 24, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $100 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit II Offshore Feeder LP group: North Haven | Executive Officer of the General Partner of the GP | Dec 21, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit II LP group: North Haven | Executive Officer of the General Partner of the GP | Dec 21, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT IV, LLC group: Summit | Executive Officer | Dec 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Dec 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Dec 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Dec 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Athena), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Oct 28, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (CS) L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Oct 21, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 7, 2021 | D/A | Indefinite similar: $500,000–$7,000,000 | $101,111,169 | 132 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Growth Equity Investors XI, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Oct 7, 2021 | D | $7,750,000,000 similar: $155,000–$5,250,000 | $7,750,000,000 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XI-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Oct 7, 2021 | D | $7,750,000,000 similar: $155,000–$5,250,000 | $7,750,000,000 | 141 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund XI-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Oct 7, 2021 | D | $7,750,000,000 similar: $155,000–$5,250,000 | $7,750,000,000 | 131 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Optmo), SCSp group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Sep 24, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $127,000,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Middlefield Road Private Opportunities Fund, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jul 23, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Berkeley Street Strategic Solutions, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jul 23, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS XI, LLC group: Summit | Executive Officer | Jul 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Titan), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Jul 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT XI, LLC group: Summit | Executive Officer | Jul 7, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $75,300,493 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $510,149,291 | 783 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $436,087,678 | 259 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,282,413 | 10 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $426,832,350 | 98 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jun 28, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,447,000 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity IX LP group: North Haven | Executive Officer of the General Partner of the GP | Jun 24, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity IX Offshore Feeder LP group: North Haven | Director of the General Partner of the GP | Jun 24, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Jun 23, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT IV, LLC group: Summit | Executive Officer | Jun 23, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Jun 23, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Fund IV L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Jun 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Offshore Fund IV, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Jun 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Riggins), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Apr 8, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Decor-B), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Feb 4, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Decor), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Feb 4, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG K2 QP FUND, L.P. group: Summit | Executive Officer | Feb 1, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $100 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CG OLYMPUS QP FUND, L.P. group: Summit | Executive Officer | Feb 1, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $100 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cloud9 Investment Holdings, L.P. | Director | Dec 30, 2020 | D | $74,502,000 similar: $1,100,015–$10,001,163 | $74,502,000 | 18 similar: 2–14 | $139,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Reinvestment Feeder Fund-A, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Dec 29, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Reinvestment Feeder Fund-B, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Dec 29, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Reinvestment Fund, L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Dec 21, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Sumo), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Dec 16, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT IV, LLC group: Summit | Executive Officer | Nov 23, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Nov 19, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Nov 19, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Nov 19, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Indigo), LP group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Nov 9, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $410,000,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Kiwi), LP group: Summit | Executive Officer Executive Officer of the General Partner of the Issuer | Nov 3, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 1, 2020 | D/A | Indefinite similar: $500,000–$7,000,000 | $93,713,169 | 117 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Lions-B), L.P. group: Summit | Director Director of the General Partner of the Issuer | Aug 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Lions), L.P. group: Summit | Director Director of the General Partner of the Issuer | Aug 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $69,421,567 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,700,677 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $408,550,350 | 68 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,771,000 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $286,330,194 | 373 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,696,392 | 9 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Jul 14, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $156,831,155 | 100 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Venture Capital Fund V-B, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the General Partner of the General Partner of the Issuer | Jun 15, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Venture Capital Fund V-A, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the General Partner of the General Partner of the Issuer | Jun 15, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Venture Capital Investors V, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the General Partner of the General Partner of the Issuer | Jun 15, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | May 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | May 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | May 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Europe Growth Equity Investors III, SCSp group: Summit | Executive Officer, Promoter Executive Officer of the Investment Manager of the Issuer | Mar 18, 2020 | D | $1,088,500,000 similar: $155,000–$5,250,000 | $1,088,500,000 | 24 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Europe Growth Equity Fund III, SCSp group: Summit | Executive Officer, Promoter Executive Officer of the Investment Manager of the Issuer | Mar 18, 2020 | D | $1,088,500,000 similar: $155,000–$5,250,000 | $1,088,500,000 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND LTD group: Summit | Executive Officer | Feb 7, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $100,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jan 8, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $66,527,056 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S FUND LTD. group: Summit | Executive Officer | Jan 8, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $13,422,138 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Dec 3, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Dec 3, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Dec 3, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Dec 2, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | Dec 2, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Giants-BDE), L.P. group: Summit | Director Director of the General Partner of the Issuer | Oct 9, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 8, 2019 | D/A | Indefinite similar: $500,000–$7,000,000 | $93,303,169 | 118 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Sep 4, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $915,946,302 | 14 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 4, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $402,575,561 | 42 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 4, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $241,450,827 | 275 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Sep 4, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,114,310 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Sep 4, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $97,538,136 | 68 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Giants-B), L.P. group: Summit | Director Director of the General Partner of the Issuer | Jul 9, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Giants), L.P. group: Summit | Director Director of the General Partner of the Issuer | Jul 9, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | May 28, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | May 28, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS X, LLC group: Summit | Executive Officer | May 28, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund X-C, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 8, 2019 | D | $4,500,000,000 similar: $155,000–$5,250,000 | $4,500,000,000 | 78 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund X-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 8, 2019 | D | $4,500,000,000 similar: $155,000–$5,250,000 | $4,500,000,000 | 117 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund X-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 8, 2019 | D | $4,500,000,000 similar: $155,000–$5,250,000 | $4,500,000,000 | 99 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS TECHNOLOGY L/S QP FUND, L.P. group: Summit | Executive Officer | Jan 10, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $20,300,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Nov 16, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | Nov 16, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Nov 16, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Oct 16, 2018 | D | Indefinite similar: $500,000–$7,000,000 | $55,978,169 | 71 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $214,592,789 | 128 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Sep 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $60,151,499 | 28 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Sep 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $22,581,033 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $282,345,075 | 37 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Sep 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,298,712 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Sound Physicians Holdings, LLC | Director | Aug 15, 2018 | D | $1,424,631,143 similar: $500,000–$7,000,000 | $1,424,631,143 | 194 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Quicksilver), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Jul 24, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | VBRICK SYSTEMS INC | Director | Jun 21, 2018 | D | Indefinite similar: $1,100,015–$10,001,163 | $17,178,337 | 4 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | May 10, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | May 10, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT III, LLC group: Summit | Executive Officer | May 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | May 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | May 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Co-Invest (Ironman), L.P. group: Summit | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Apr 19, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Jan 12, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,389,708 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Fund III, L.P. group: Summit | Executive Officer Executive officer of the general partner of the general partner of the Issuer | Dec 8, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Credit Offshore Fund III, L.P. group: Summit | Executive Officer Executive officer of the general partner of the general partner of the Issuer | Dec 8, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund V-A, L.P. group: Summit | Executive Officer Executive officer of the general partner of the general partner of the Issuer | Oct 31, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Subordinated Debt Fund V-B, L.P. group: Summit | Executive Officer Executive officer of the general partner of the general partner of the Issuer | Oct 31, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $132,534,039 | 79 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,639,482 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,011,521 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $178,697,620 | 35 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,196,009 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer | Sep 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,397,325 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $178,197,620 | 34 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $131,434,039 | 75 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,639,482 | 23 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,011,521 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,196,009 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,397,325 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Europe Growth Equity Fund II, SCSp group: Summit | Executive Officer, Promoter Executive officer of the investment manager of the Issuer | May 12, 2017 | D | $652,080,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Apr 26, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Apr 26, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Apr 26, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity Offshore Feeder LP group: North Haven | Executive Officer, Director Managing Director of the General Partner of the GP | Apr 14, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $22,450,000 | 16 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Equity LP group: North Haven | Executive Officer, Director Managing Director of the General Partner of the GP | Apr 14, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $131,885,000 | 238 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Entrepreneur Advisors Fund III, L.P. group: Summit | Executive Officer, Promoter Executive officer of the managing member of the general partner of the Issuer | Mar 28, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Entrepreneur Advisors Fund II, L.P. group: Summit | Executive Officer, Promoter Executive officer of the managing member of the general partner of the Issuer | Jan 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $800,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Oct 18, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Oct 18, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Oct 18, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit Offshore Feeder LP group: North Haven | Executive Officer Managing Director of the General Partner of the GP | Oct 17, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $3,500,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $111,739,658 | 72 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,006,993 | 21 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,878,434 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $138,680,699 | 32 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,573,123 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer | Aug 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,198,911 | 8 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund IX-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2016 | D/A | $3,180,000,000 similar: $155,000–$5,250,000 | $2,349,521,276 | 156 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund IX-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2016 | D/A | $3,180,000,000 similar: $155,000–$5,250,000 | $2,349,521,276 | 48 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | A10 Networks, Inc. | Director | Jul 7, 2016 | D | $1,505,415 similar: $1,000,000–$10,000,000 | $1,505,415 | 1 similar: 1–11 | No minimum reported similar: $5,000–$65,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Mar 31, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Mar 31, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Mar 31, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | STRIIM, INC. | Director | Mar 22, 2016 | D | $30,363,397 similar: $1,100,015–$10,001,163 | $30,363,397 | 18 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Partners Entrepreneur Advisors Fund II, L.P. group: Summit | Executive Officer, Promoter Executive officer of the managing member of the general partner of the Issuer | Jan 20, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | North Haven Expansion Credit LP group: North Haven | Executive Officer, Director Managing Director of the General Partner of the GP | Dec 15, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | VBRICK SYSTEMS INC | Director | Nov 20, 2015 | D | Indefinite similar: $1,100,015–$10,001,163 | $2,600,000 | 2 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Sep 28, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS GE IX/VC IV, LLC group: Summit | Executive Officer | Sep 28, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Sep 28, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $85,811,123 | 36 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,156,031 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, L.P. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,889,310 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S QP FUND, L.P. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $330,304,764 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $857,693,802 | 6 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, L.P. group: Summit | Executive Officer | Aug 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $8,234,998 | 7 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Venture Capital Fund IV-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2015 | D | $600,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Venture Capital Fund IV-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2015 | D | $600,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund IX-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2015 | D | $3,000,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund IX-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Aug 25, 2015 | D | $3,000,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SUMMIT INVESTORS CREDIT II, LLC group: Summit | Executive Officer | Mar 19, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Mar 19, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | MOTIONPOINT CORP | Director | Oct 30, 2014 | D | $12,000,000 similar: $1,100,015–$10,001,163 | $8,000,000 | 3 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Sep 15, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Partners Entrepreneur Advisors Fund I, L.P. group: Summit | Executive Officer, Promoter Executive officer of the managing member of the general partner of the Issuer | May 30, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Mar 20, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $168,675 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Aug 16, 2013 | D | Indefinite | $0 | 0 | No minimum reported |
| EDGAR ↗ | A10 Networks, Inc. | Director | Jul 10, 2013 | D | $80,000,000 | $50,000,000 | 4 | No minimum reported |
| EDGAR ↗ | STRIIM, INC. | Director | Jul 3, 2013 | D | $13,000,000 | $10,907,888 | 10 | No minimum reported |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Feb 15, 2013 | D | Indefinite | $211,025 | 58 | No minimum reported |
| EDGAR ↗ | VBRICK SYSTEMS INC | Director | Oct 10, 2012 | D | Indefinite | $5,000,000 | 9 | No minimum reported |
| EDGAR ↗ | Morgan Stanley Expansion Capital LP group: North Haven | Executive Officer, Director Executive Director of the General Partner of the GP. | Sep 7, 2012 | D/A | $144,075,000 | $144,075,000 | 197 | $50,000 |
| EDGAR ↗ | Morgan Stanley Expansion Capital Offshore Feeder LP group: North Haven | Executive Officer, Director Executive Director of the General Partner. | Sep 7, 2012 | D/A | $31,750,000 | $31,750,000 | 29 | $50,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Jul 25, 2012 | D | Indefinite | $40,050 | 10 | No minimum reported |
| EDGAR ↗ | Empower RF Systems, Inc. | Director | Jun 5, 2012 | D | $3,000,000 | $3,000,000 | 9 | No minimum reported |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Jan 19, 2012 | D | Indefinite | $286,700 | 50 | No minimum reported |
| EDGAR ↗ | Morgan Stanley Expansion Capital LP group: North Haven | Executive Officer, Director Executive Director of the General Partner of the GP. | Aug 24, 2011 | D/A | Indefinite | $126,150,000 | 166 | $100,000 |
| EDGAR ↗ | Morgan Stanley Expansion Capital Offshore Feeder LP group: North Haven | Executive Officer, Director Executive Director of the General Partner. | Aug 24, 2011 | D/A | Indefinite | $19,500,000 | 14 | $50,000 |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Jun 14, 2011 | D | Indefinite | $0 | 0 | No minimum reported |
| EDGAR ↗ | MS EXPANSION CAPITAL CO-INVESTMENT OFFSHORE FEEDER VEHICLE LP group: North Haven | Executive Officer, Director Executive Director of the General Partner. | Jun 13, 2011 | D | Indefinite | $7,500,000 | 2 | $50,000 |
| EDGAR ↗ | Morgan Stanley Expansion Capital Offshore Feeder LP group: North Haven | Executive Officer, Director Executive Director of the General Partner. | Jun 13, 2011 | D | Indefinite | $7,750,000 | 3 | $50,000 |
| EDGAR ↗ | Morgan Stanley Expansion Capital LP group: North Haven | Executive Officer, Director Executive Director of the General Partner of the GP. | Jun 13, 2011 | D | Indefinite | $98,650,000 | 150 | $100,000 |
| EDGAR ↗ | MS Expansion Capital Co-Investment Vehicle LP group: North Haven | Executive Officer, Director Executive Director of the General Partner of the GP. | Jun 13, 2011 | D | Indefinite | $62,825,000 | 110 | $50,000 |
| EDGAR ↗ | Summit Partners Growth Equity Fund VIII-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 4, 2011 | D/A | $3,000,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Growth Equity Fund VIII-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 4, 2011 | D/A | $3,000,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Venture Capital Fund III-B, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D/A | $500,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Venture Capital Fund III-A, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D/A | $500,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Growth Equity Fund VIII-B, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D | $3,000,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Growth Equity Fund VIII-A, L.P. group: Summit | Executive Officer, Promoter Executive officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D | $3,000,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Venture Capital Fund III-B, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D | $450,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Partners Venture Capital Fund III-A, L.P. group: Summit | Executive Officer, Promoter Executive Officer of the general partner of the general partner of the Issuer | Mar 3, 2011 | D | $450,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | M/A-COM Technology Solutions Holdings, Inc. | Director | Jan 4, 2011 | D | $120,000,000 | $120,000,000 | 5 | No minimum reported |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Oct 13, 2010 | D | Indefinite | $0 | 0 | No minimum reported |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | Apr 28, 2010 | D | Indefinite | $222,400 | 52 | No minimum reported |
| EDGAR ↗ | SENDMAIL INC | Director | Oct 30, 2009 | D/A | $5,000,000 | $2,943,368 | 39 | No minimum reported |
| EDGAR ↗ | SENDMAIL INC | Director | Aug 18, 2009 | D | $5,000,000 | $2,007,426 | 6 | No minimum reported |
| EDGAR ↗ | Summit Investors I, LLC group: Summit | Executive Officer | May 13, 2009 | D | Indefinite | $0 | 0 | No minimum reported |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 filings); Other Technology / 506(b) (17,390 filings); Telecommunications / 506(b) (293 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as PETER Y. CHUNG. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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