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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

SUMMIT V COMPANION FUND, L.P.

advised by SUMMIT PARTNERS, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f5188f4-36b7-002d-69df-c24f70e9ce13

Data as of Mar 7, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 7, 2019
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Summit V Companion Fund, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: SUMMIT PARTNERS, L.P.CRD 135271
Fund type: Private Equity Fund
Latest reported GAV: $16,088gross asset value on Schedule D 7.B(1), as of 2019-03-07; never fund size
Peak reported GAV: $7.8M
Beneficial owners: 26
Minimum investment: $5.0M
Owned by the adviser: 100%
Owned by funds of funds: 3600%
Owned by non-US persons: 700%
Clients solicited: no
Form D file number: 021-999999an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 30, 2012
Last reported: Mar 7, 2019fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 19
Fund id: 805-6820353923

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 7, 2019	$16,088	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Feb 22, 2019	$16,088	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Aug 9, 2018	$16,088	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 30, 2018	$16,088	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Sep 7, 2017	$834,173	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
May 11, 2017	$834,173	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Apr 27, 2017	$834,173	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 31, 2017	$834,173	26	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Jul 22, 2016	$397,411	29	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 30, 2016	$397,411	29	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Dec 18, 2015	$846,655	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Oct 2, 2015	$846,655	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 31, 2015	$846,655	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 28, 2014	$742,846	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Jun 10, 2013	$2.6M	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Apr 1, 2013	$7.8M	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Dec 17, 2012	$2.1M	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Aug 24, 2012	$2.1M	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.
Mar 30, 2012	$1.6M	30	$5.0M	100.0%	yes	SUMMIT V COMPANION FUND, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA, N.A.	BANK OF AMERICA, N.A.	Charlotte	North Carolina	United States	no	n/a
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SAN FRANCISCO	California	United States	no	8-7221
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← SUMMIT PARTNERS, L.P.Registered adviserPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 7, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f5188f4-36b7-002d-69df-c24f70e9ce13
First observed: Mar 30, 2012
Last observed: Mar 7, 2019 91 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUMMIT V COMPANION FUND, L.P.

advised by SUMMIT PARTNERS, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f5188f4-36b7-002d-69df-c24f70e9ce13

Data as of Mar 7, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 7, 2019

$16,088

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Feb 22, 2019

$16,088

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Aug 9, 2018

$16,088

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 30, 2018

$16,088

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Sep 7, 2017

$834,173

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

May 11, 2017

$834,173

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Apr 27, 2017

$834,173

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 31, 2017

$834,173

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Jul 22, 2016

$397,411

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 30, 2016

$397,411

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Dec 18, 2015

$846,655

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Oct 2, 2015

$846,655

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 31, 2015

$846,655

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 28, 2014

$742,846

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Jun 10, 2013

$2.6M

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Apr 1, 2013

$7.8M

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Dec 17, 2012

$2.1M

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Aug 24, 2012

$2.1M

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Mar 30, 2012

$1.6M

$5.0M

100.0%

yes

SUMMIT V COMPANION FUND, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA, N.A.

Charlotte

North Carolina

United States

n/a

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SAN FRANCISCO

California

United States

8-7221

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a