SUMMIT PARTNERS SD IV, L.P.
CRD #146425 SEC #801-68981 BOSTON, MA 617-824-1000
SEC Registered
Total AUM
$121.5M
Discretionary
$121.5M
Employees
51
Clients
--
Accounts
2
Firm Details
- Organization Type
- Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHUNG, PETER, Y | I | TRUSTEE OF CHUNG FAMILY TRUST U/A/D 5/12/2006 | NA | |
| CHUNG, PETER, Y | I | TRUSTEE OF CHUNG FAMILY TRUST U/A/D 5/12/2006 | NA | |
| CHUNG, PETER, Y | I | TRUSTEE OF CHUNG FAMILY TRUST U/A/D 5/12/2006 | NA | |
| DEVEREUX, ROBIN, WINTERS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVEREUX, ROBIN, WINTERS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVEREUX, ROBIN, WINTERS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVEREUX, ROBIN, WINTERS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANS, BRUCE, ROGER | I | TRUSTEE OF BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | NA | |
| EVANS, BRUCE, ROGER | I | TRUSTEE OF BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | NA | |
| EVANS, BRUCE, ROGER | I | TRUSTEE OF BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | NA | |
| KORTSCHAK, WALTER, GERMAN | I | TRUSTEE OF KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | NA | |
| KORTSCHAK, WALTER, GERMAN | I | TRUSTEE OF KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | NA | |
| KORTSCHAK, WALTER, GERMAN | I | TRUSTEE OF KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | NA | |
| MANNION, MARTIN, JOSEPH | I | TRUSTEE OF MARTIN J. MANNION 1998 TRUST | NA | |
| MANNION, MARTIN, JOSEPH | I | TRUSTEE OF MARTIN J. MANNION 1998 TRUST | NA | |
| MANNION, MARTIN, JOSEPH | I | TRUSTEE OF MARTIN J. MANNION 1998 TRUST | NA | |
| ROBERTS, THOMAS, SCOTT | I | TRUSTEE OF THOMAS S. ROBERTS 1998 TRUST | NA | |
| ROBERTS, THOMAS, SCOTT | I | TRUSTEE OF THOMAS S. ROBERTS 1998 TRUST | NA | |
| ROBERTS, THOMAS, SCOTT | I | TRUSTEE OF THOMAS S. ROBERTS 1998 TRUST | NA | |
| SUMMIT PARTNERS SD IV, LLC | DE | GENERAL PARTNER | NA | Control |
| SUMMIT PARTNERS SD IV, LLC | DE | GENERAL PARTNER | NA | Control |
| SUMMIT PARTNERS SD IV, LLC | DE | GENERAL PARTNER | NA | Control |
| SUMMIT PARTNERS SD IV, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | TRUSTEE OF JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | NA | |
| TRUSTEY, JOSEPH, FRANCIS | I | TRUSTEE OF JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | NA | |
| TRUSTEY, JOSEPH, FRANCIS | I | TRUSTEE OF JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | NA | |
| CHUNG, PETER, Y | I | LIMITED PARTNER | B | |
| EVANS, BRUCE, ROGER | I | LIMITED PARTNER | B | |
| KORTSCHAK, WALTER, GERMAN | I | LIMITED PARTNER | B | |
| MANNION, MARTIN, JOSEPH | I | LIMITED PARTNER | B | |
| ROBERTS, THOMAS, SCOTT | I | LIMITED PARTNER | B | |
| SUMMIT INCENTIVE PLAN II, L.P. | DE | LIMITED PARTNER | B | |
| SUMMIT INCENTIVE PLAN II, L.P. | DE | LIMITED PARTNER | B | |
| SUMMIT INCENTIVE PLAN II, L.P. | DE | LIMITED PARTNER | B | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | LIMITED PARTNER | B | |
| BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | DE | LIMITED PARTNER | A | |
| BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | DE | LIMITED PARTNER | A | |
| BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | DE | LIMITED PARTNER | A | |
| CHUNG FAMILY TRUST U/A/D 5/12/2006 | DE | LIMITED PARTNER | A | |
| CHUNG FAMILY TRUST U/A/D 5/12/2006 | DE | LIMITED PARTNER | A | |
| CHUNG FAMILY TRUST U/A/D 5/12/2006 | DE | LIMITED PARTNER | A | |
| COLLINS, SCOTT, CHARLES | I | LIMITED PARTNER | A | |
| COLLINS, SCOTT, CHARLES | I | LIMITED PARTNER | A | |
| COLLINS, SCOTT, CHARLES | I | LIMITED PARTNER | A | |
| COLLINS, SCOTT, CHARLES | I | LIMITED PARTNER | A | |
| JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | DE | LIMITED PARTNER | A | |
| JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | DE | LIMITED PARTNER | A | |
| JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | DE | LIMITED PARTNER | A | |
| KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | DE | LIMITED PARTNER | A | |
| KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | DE | LIMITED PARTNER | A | |
| KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | DE | LIMITED PARTNER | A | |
| MARTIN J. MANNION 1998 TRUST | DE | LIMITED PARTNER | A | |
| MARTIN J. MANNION 1998 TRUST | DE | LIMITED PARTNER | A | |
| MARTIN J. MANNION 1998 TRUST | DE | LIMITED PARTNER | A | |
| SUMMIT INCENTIVE PLAN II, L.P. | DE | LIMITED PARTNER | A | |
| THOMAS S. ROBERTS 1998 TRUST | DE | LIMITED PARTNER | A | |
| THOMAS S. ROBERTS 1998 TRUST | DE | LIMITED PARTNER | A | |
| THOMAS S. ROBERTS 1998 TRUST | DE | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHUNG, PETER, Y | I | CHUNG FAMILY TRUST U/A/D 5/12/2006 | F | Control |
| CHUNG, PETER, Y | I | CHUNG FAMILY TRUST U/A/D 5/12/2006 | F | Control |
| CHUNG, PETER, Y | I | CHUNG FAMILY TRUST U/A/D 5/12/2006 | F | Control |
| EVANS, BRUCE, ROGER | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| EVANS, BRUCE, ROGER | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| EVANS, BRUCE, ROGER | I | BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | F | Control |
| EVANS, BRUCE, ROGER | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| EVANS, BRUCE, ROGER | I | BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | F | Control |
| EVANS, BRUCE, ROGER | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| EVANS, BRUCE, ROGER | I | BRUCE R. EVANS 1997 TRUST DTD 9/29/97 | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| KORTSCHAK, WALTER, GERMAN | I | KORTSCHAK FAMILY TRUST U/A/D 8/23/90 | F | Control |
| MANNION, MARTIN, JOSEPH | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| MANNION, MARTIN, JOSEPH | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| MANNION, MARTIN, JOSEPH | I | MARTIN J. MANNION 1998 TRUST | F | Control |
| MANNION, MARTIN, JOSEPH | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| MANNION, MARTIN, JOSEPH | I | MARTIN J. MANNION 1998 TRUST | F | Control |
| MANNION, MARTIN, JOSEPH | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| MANNION, MARTIN, JOSEPH | I | MARTIN J. MANNION 1998 TRUST | F | Control |
| ROBERTS, THOMAS, SCOTT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| ROBERTS, THOMAS, SCOTT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| ROBERTS, THOMAS, SCOTT | I | THOMAS S. ROBERTS 1998 TRUST | F | Control |
| ROBERTS, THOMAS, SCOTT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| ROBERTS, THOMAS, SCOTT | I | THOMAS S. ROBERTS 1998 TRUST | F | Control |
| ROBERTS, THOMAS, SCOTT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| ROBERTS, THOMAS, SCOTT | I | THOMAS S. ROBERTS 1998 TRUST | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT INCENTIVE PLAN II, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT INCENTIVE PLAN II, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT INCENTIVE PLAN II, L.P. | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS SD IV, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT INCENTIVE PLAN II, L.P. | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS SD IV, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS SD IV, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS SD IV, LLC | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| TRUSTEY, JOSEPH, FRANCIS | I | JOSEPH F. TRUSTEY REVOCABLE 2006 TRUST | F | Control |
| WESTRA, JAMES, RICHARD | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WESTRA, JAMES, RICHARD | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WESTRA, JAMES, RICHARD | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WESTRA, JAMES, RICHARD | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WOODSUM, STEPHEN, GILBERT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WOODSUM, STEPHEN, GILBERT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WOODSUM, STEPHEN, GILBERT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
| WOODSUM, STEPHEN, GILBERT | I | SUMMIT MASTER COMPANY, LLC | F | Control |
Registrations
Federal
IA
Mar 31, 2011 REGISTERED
Notice Filings (1)
MA
Address
222 BERKELEY STREETBOSTON, MA 2116
United States
Phone: 617-824-1000