Companies

The Mutual Fund Store

The Mutual Fund Store is an independent fee-based investment advisory business with owned and franchised locations across the United States, collectively managing over $5.0 billion in assets for retail clients.

Location:
Overland Park, KS
Leadership:

Adam Bold

Founded in:
1996
invested in:
2006
Status:

Acquired by Warburg Pincus 2011

  • Boston

    Summit Partners

    222 Berkeley Street, 18th floor

    Boston, MA 02116

    United States

    T: +1 617.824.1000

    F: +1 617.824.1100

    London

    Summit Partners LLP

    Queensberry House, 3rd Floor
    3 Old Burlington Street

    London W1S 3AE

    United Kingdom

    T: +44 (0)20 7659 7500

    F: +44 (0)20 7659 7550

  • Menlo Park

    Summit Partners

    200 Middlefield Road, Suite 200

    Menlo Park, CA 94025

    United States

    T: +1 650.321.1166

    F: +1 650.321.1188