Form D · Private Equity Fund
SUMMIT INVESTORS CREDIT II, LLC
Boston, MA · CIK 0001619526
Offering snapshot reported Nov 16, 2018 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 16, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 10, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| May 9, 2018 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Apr 26, 2017 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Oct 18, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 31, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Sep 28, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 19, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Sep 15, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-325996
Source: Form D, filed Nov 16, 2018. 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 INVESTORS CREDIT II, LLC
Investment adviser: SUMMIT PARTNERS, L.P.
- Gross asset value
- $358K
- Beneficial owners
- 120
- ADV minimum commitment
- $0
Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2125578 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-1905294380
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.
| Name | Reported role |
|---|---|
| Matthias G. Allgaier | Executive |
| Darren Black | Executive |
| Adam D. Britt | Executive |
| Gabe N. Carreiro | Executive |
| Peter Y. Chung | Executive |
| Scott C. Collins | Executive |
| Robin W. Devereux | Executive |
| Bruce R. Evans | Executive |
| Charles J. Fitzgerald | Executive |
| James M. Freeland | Executive |
| Robert M. Hassell | Executive |
| Todd D. Hearle | Executive |
| Dennis Kim | Executive |
| Walter G. Kortschak | Executive |
| Martin J. Mannion | Executive |
| Andrew Mccarthy | Executive |
| Kevin A. Messerle | Executive |
| Gregg J. Nardone | Executive |
| Devin B. O'malley | Executive |
| Gus Phelps | Executive |
| Thomas S. Roberts | Executive |
| Han Sikkens | Executive |
| Joseph F. Trustey | Executive |
| Alexander D. Whittemore | Executive |
| Stephen G. Woodsum | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02116