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

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

advised by SUMMIT PARTNERS, L.P.

Delaware, United States

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Search this name across graphsid dfx:ria:ed1cdb9c-7c71-5bea-7c70-1b352fd73aba

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2021 to Sep 30, 2024
15 observations

Across DFX

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

Private Equityidentity

Summit Partners Co-Invest (lions-B), 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: $102Mgross asset value on Schedule D 7.B(1), as of 2024-09-30; never fund size
Peak reported GAV: $102M
Beneficial owners: 5
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 4400%
Owned by non-US persons: 8600%
Clients solicited: no
Form D file number: 021-373487an 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, 2021
Last reported: Sep 30, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 15
Fund id: 805-1191327092

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
Sep 30, 2024	$102M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Jul 3, 2024	$102M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Mar 28, 2024	$102M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Mar 28, 2023	$87.3M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Feb 7, 2023	$50.7M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Aug 5, 2022	$50.7M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Jun 16, 2022	$50.7M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Mar 30, 2022	$50.7M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Oct 29, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Oct 5, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Sep 17, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Jul 29, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Jul 16, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Apr 7, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.
Mar 30, 2021	$50.5M	5	$0	0.0%	yes	SUMMIT PARTNERS CO-INVEST (LIONS-B), 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
SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY	SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY	SANTA CLARA	California	United States	no	n/a
WELLS FARGO BANK, N.A.	WELLS FARGO BANK, N.A.	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← SUMMIT PARTNERS, L.P.Registered adviserPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed1cdb9c-7c71-5bea-7c70-1b352fd73aba
First observed: Mar 30, 2021
Last observed: Sep 30, 2024 23 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 PARTNERS CO-INVEST (LIONS-B), 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:ed1cdb9c-7c71-5bea-7c70-1b352fd73aba

Data as of Sep 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 30, 2024

$102M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Jul 3, 2024

$102M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Mar 28, 2024

$102M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Mar 28, 2023

$87.3M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Feb 7, 2023

$50.7M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Aug 5, 2022

$50.7M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Jun 16, 2022

$50.7M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Mar 30, 2022

$50.7M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Oct 29, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Oct 5, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Sep 17, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Jul 29, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Jul 16, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Apr 7, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Mar 30, 2021

$50.5M

0.0%

yes

SUMMIT PARTNERS CO-INVEST (LIONS-B), L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA, N.A.

Charlotte

North Carolina

United States

n/a

SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY

SANTA CLARA

California

United States

n/a

WELLS FARGO BANK, N.A.

SAN FRANCISCO

California

United States

n/a