LP Directory

Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs and help them accelerate their growth and achieve dramatic results. Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We've invested in more than 500 companies in technology, healthcare, life sciences and other growth industries.

SCS Financial's investment portfolio is valued at $30.18 billion as of July 12, 2024, with investments in private equity, real assets, natural resources, hedge funds, and real estate. The firm's discretionary assets are valued at $26.53 billion. As of July 12, 2024, the private equity portfolio was valued at $8.25 billion, representing 27.4% of the total portfolio. This is an increase compared to September 27, 2023, when the private equity portfolio was valued at $7.7 billion. Investments in private equity include buyout, private equity growth expansion, co-investment, distressed debt, mezzanine, and venture capital fund strategies diversified in geographical locations across North America and Europe. The portfolio prefers to make partnership investments of USD15-75 million to private equity funds and USD20-40 million to private credit and real assets. The fund is open to any first-fund investments. The firm has committed to the fund of Summit Park, Ares Capital Europe, and Meyer Bergman. The firm's investments are governed by the executive management team, with Mr. Lane MacDonald serving as Chief Investment Officer.

Circle Wealth Management is a wealth management firm based in Summit, New Jersey. Established in 2006, the firm helps families build, preserve and manage their wealth. It also provides customized services and tailored investment solutions to high-net-families and foundations. The assets of the firm are managed by the executive management team.

Summit Peak Investments is a private equity fund of funds manager based in Fort Worth, US. Founded in 2018. Reported AUM: 719 USD millions.

Summit Asset Management has been providing investment services and financial advice since 1991. We have deep roots that have connected us to the community and the financial services industry for generations. Accordingly, we know the importance of lasting relationships. Our vision is to continue that legacy and that same commitment to people in everything we do.