Form D · Private Equity Fund

SUMMIT PARTNERS CREDIT OFFSHORE FUND, L.P.

Boston, MA · CIK 0001522946

Offering snapshot reported Jul 11, 2012 · SEC filing

Reported sold: $317M
Investors reported: 2
Minimum accepted: $4M
First sale: May 17, 2012

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 2
Minimum accepted$0 → $4,000,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 11, 2012	Amendment	$317,350,000	No comparison	2	SEC filing
Jul 11, 2011	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $6M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-162633

Includes amounts in respect of issuer's affiliated investment fund. The general partner reserves the right to offer a greater or lesser amount of limited partner interests.

Such fees, if any, will only be paid upon the sale of interests to certain investors and such amounts will not be finalized until completion of the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Amherst Securities Group, LP	31141
Eaton Partners, LLC	31170

Source: Form D, filed Jul 11, 2012. 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 CREDIT OFFSHORE FUND, L.P.

Investment adviser: SUMMIT PARTNERS CREDIT ADVISORS, L.P.

Gross asset value: $775K
Beneficial owners: 5
ADV minimum commitment: $5M

Reported in Form ADV on Jan 3, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian WELLS FARGO BANK, N.A. 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

ERNST & YOUNG LTD
PCAOB 1655

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 1922317 · Jan 3, 2025 · Schedule D 7.B.(1), fund 805-1945643591

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
SUMMIT PARTNERS CREDIT OFFSHORE FUND, L.P. (this fund)	Jul 11, 2012	$317,350,000	2
Summit Partners Credit Offshore Fund II, L.P.	Jan 3, 2014	$132,500,000	7
Summit Partners Credit Offshore Fund III, L.P.	Dec 8, 2017	Yet to sell	0
Summit Partners Credit Offshore Fund IV, L.P.	Jun 15, 2022	$313,472,222	5

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
James M. Freeland	Executive, Promoter
Todd D. Hearle	Executive, Promoter
Martin J. Mannion	Executive, Promoter
Gregg J. Nardone	Executive, Promoter
Thomas S. Roberts	Executive, Promoter
Joseph F. Trustey	Executive, Promoter
Alexander D. Whittemore	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

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