Investment adviser · CRD 160619

SPECTRUM EQUITY

Investment adviser filing (IA)

SPECTRUM EQUITY MANAGEMENT, INC.

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$7.32B
Form ADV · Item 5.F
Client accounts
32
Accounts, not individual clients
Employees
80
Reported in this filing
Advisory professionals
42
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles32$7,319,267,753100.0%
Filing source

Form ADV 2046120 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

40 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SPECTRUM EQUITY IX-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$1.25BGross asset value

Form D fundraising filings

Spectrum Equity IX-A, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-8658543821
Reported beneficial owners
65
Minimum commitment
$5M
Form D file number
021-364606

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY VIII - A, L.P.Private Equity Fund · Last reported Mar 30, 2026$928MGross asset value

Form D fundraising filings

Spectrum Equity VIII-A, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-5631758945
Reported beneficial owners
54
Minimum commitment
$5M
Form D file number
021-295922

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY VII, L.P.Private Equity Fund · Last reported Mar 30, 2026$887MGross asset value

Form D fundraising filings

Spectrum Equity VII, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-5805544468
Reported beneficial owners
83
Minimum commitment
$5M
Form D file number
021-218919

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY X-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$692MGross asset value

Form D fundraising filings

Spectrum Equity X-A, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-1003676857
Reported beneficial owners
66
Minimum commitment
$10M
Form D file number
021-454641

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY X-B, L.P.Private Equity Fund · Last reported Mar 30, 2026$351MGross asset value

Form D fundraising filings

Spectrum Equity X-B, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-7321103785
Reported beneficial owners
56
Minimum commitment
$10M
Form D file number
021-454642

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY IX-B, L.P.Private Equity Fund · Last reported Mar 30, 2026$328MGross asset value

Form D fundraising filings

Spectrum Equity IX-B, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3059297581
Reported beneficial owners
32
Minimum commitment
$5M
Form D file number
021-364607

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPECTRUM EQUITY VIII - B, L.P.Private Equity Fund · Last reported Mar 30, 2026$259MGross asset value

Form D fundraising filings

Spectrum Equity VIII-B, L.P.

Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE & CO. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3102061732
Reported beneficial owners
29
Minimum commitment
$5M
Form D file number
021-295926

Form ADV 2046120 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE INTERNATIONAL PLACE, 35TH FLOOR
BOSTON, MA, 02110, United States

CRD 160619

Filing source

Form ADV 2046120 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.