Form D · Hedge Fund

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P.

Boston, MA · CIK 0001413636

Offering snapshot reported Jun 25, 2026 · SEC filing

Reported sold: $686M
Investors reported: 676
Minimum accepted: $1M
First sale: Sep 12, 2007

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$670,576,190 → $686,492,612
Reported investors707 → 676

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 25, 2026	Amendment	$686,492,612	$15,916,422vs Jun 27, 2025	676	SEC filing
Jun 27, 2025	Amendment	$670,576,190	$19,979,377vs Jun 28, 2024	707	SEC filing
Jun 28, 2024	Amendment	$650,596,813	$15,432,719vs Jun 30, 2023	784	SEC filing
Jun 30, 2023	Amendment	$635,164,094	$14,051,000vs Jun 30, 2022	944	SEC filing
Jun 30, 2022	Amendment	$621,113,094	$0vs Jun 27, 2022	1,004	SEC filing
Jun 27, 2022	Amendment	$621,113,094	$110,963,803vs Jun 28, 2021	1,004	SEC filing
Jun 28, 2021	Amendment	$510,149,291	$223,819,097vs Jul 14, 2020	783	SEC filing
Jul 14, 2020	Amendment	$286,330,194	$44,879,367vs Sep 4, 2019	373	SEC filing
Sep 4, 2019	Amendment	$241,450,827	$26,858,038vs Sep 13, 2018	275	SEC filing
Sep 13, 2018	Amendment	$214,592,789	$82,058,750vs Sep 15, 2017	128	SEC filing
Sep 15, 2017	Amendment	$132,534,039	$46,722,916vs Aug 26, 2015	79	SEC filing
Aug 25, 2017	Amendment	$131,434,039	$45,622,916vs Aug 26, 2015	75	SEC filing
Aug 26, 2016	Amendment	$111,739,658	$25,928,535vs Aug 26, 2015	72	SEC filing
Aug 26, 2015	Amendment	$85,811,123	$39,744,732vs Jul 2, 2014	36	SEC filing
Jul 2, 2014	Amendment	$46,066,391	$10,488,373vs Jul 3, 2013	35	SEC filing
Jul 3, 2013	Amendment	$35,578,018	$1,779,366vs Jul 3, 2012	33	SEC filing
Jul 3, 2012	Amendment	$33,798,652	-$5,475,503vs Jun 23, 2011	36	SEC filing
Jun 23, 2011	Amendment	$39,274,155	No comparison	32	SEC filing
Jun 11, 2010	Amendment	$21,924,143	No comparison	36	SEC filing
Sep 25, 2007	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $8.24M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-109065

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
JEFFERIES LLC	2347
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	7691
MORGAN STANLEY SMITH BARNEY LLC	149777

Source: Form D, filed Jun 25, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND, L.P.

Investment adviser: SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Gross asset value: $1.59B
Beneficial owners: 671
ADV minimum commitment: $1M

Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES USA, LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States

Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787 · LEI 549300PMHS66E71I2D34

MORGAN STANLEY & CO. LLC
SEC 8-15869 · LEI 9R7GPTSO7KV3UQJZQ078

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235

MORGAN STANLEY
CRD 149777 · SEC 801-70103

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2125617 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-1466244269

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Alydar Capital, Llc	Promoter
Darren M. Black	Executive
John Robert Carroll	Executive
Peter Y. Chung	Executive
Scott Charles Collins	Executive
Christopher John Dean	Executive
Robin W. Devereux	Executive
Bruce Roger Evans	Executive
Charles James Fitzgerald	Executive
Craig David Frances	Executive
Derek R. Hayden	Executive
Adam H. Hennessey	Executive
Thomas Hungerford Jennings	Executive
Walter G. Kortschak	Executive
Martin J. Mannion	Executive
John A. Murphy	Executive
Paul J. Pitts	Executive
Thomas S. Roberts	Executive
N/A Summit Partners Alydar Gp, L.P.	Promoter
Stephen G. Woodsum	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

222 Berkeley Street, 18 Th Floor
Boston, MA, 02116