Summit Partners

Private Equity And Venture Capital
For Growth Companies

Investments

The Mutual Fund Store, LLC

Overland Park, Kansas

Industry
  • Financial Technology & Services
Date Invested
  • 2006
Status
  • Former Portfolio Company
Description

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.

In 2011, The Mutual Fund Store was acquired by Warburg Pincus.