Spectrum Equity Management, Inc.
- Regulatory AUM
- $7.3B
- Discretionary
- $7.3B
- Clients
- 32
- Avg AUM / client
- $229M
- Accounts
- 32
- Employees
- 80
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 32 | $7.3B | 100.0% |
Private funds (29)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Spectrum Equity Vii, L.P. | Private Equity Fund | Delaware | $1.7B | 84 |
| Spectrum Equity Viii A, L.P. | Private Equity Fund | Delaware | $1.3B | 54 |
| Spectrum Equity Ix A, L.P. | Private Equity Fund | Delaware | $1.0B | 65 |
| Spectrum Equity Viii B, L.P. | Private Equity Fund | Delaware | $359M | 30 |
| Spectrum Equity Ix B, L.P. | Private Equity Fund | Delaware | $264M | 31 |
| Spectrum Select Opportunities A, L.P. | Private Equity Fund | Delaware | $142M | 14 |
| Spectrum Discretionary Overage Program Ii | Private Equity Fund | Delaware | $125M | 27 |
| Spectrum Equity X A, L.P. | Private Equity Fund | Delaware | $115M | 65 |
| Spectrum Equity Discretionary Overage Program | Private Equity Fund | Delaware | $84.5M | 28 |
| Spectrum Equity Ls, L.P. | Private Equity Fund | Delaware | $60.8M | 7 |
| Spectrum Equity X B, L.P. | Private Equity Fund | Delaware | $59.3M | 56 |
| Spectrum Equity Ix C, L.P. | Private Equity Fund | Delaware | $52.6M | 70 |
| Spectrum Equity Viii C, L.P. | Private Equity Fund | Delaware | $49.7M | 56 |
| Spectrum Select Opportunities B, L.P. | Private Equity Fund | Delaware | $29.4M | 8 |
| Spectrum Equity Investors Vi, L.P. | Private Equity Fund | Delaware | $26.4M | 63 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitchell, Christopher, Thomas | Vice President | Jun 2014 (12y) | Less than 5% | |
| Parker, Victor, Elfendahl | President | Jun 2014 (12y) | Less than 5% | |
| Spero, Benjamin, Carl | Vice President | Jun 2014 (12y) | Less than 5% | |
| Regan, Brian, Matthew | Treasurer, Chief Financial Officer & Assistant Secretary | Nov 2015 (11y) | Less than 5% | |
| Lesieur, Stephen, Matthew | Limited Partner | Oct 2019 (7y) | Less than 5% | |
| Picazo, Carolina, Alvarez | Chief Administrative Officer, Chief Compliance Officer & Corporate Secretary | Dec 2019 (7y) | Less than 5% | |
| Farrell, Michael, William | Vice President | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Spectrum Equity Management, L.P. | Sole Shareholder | Jun 2014 | A | 75% or more |
| Spectrum Managment Gp, Llc | General Partner | Jun 2014 | B | GP / trustee / elected manager of Spectrum Equity Management, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (29, $5.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Spectrum Equity Vii, L.P. | Private Equity Fund | $1.7B | $5.0M | 84 |
| Spectrum Equity Viii A, L.P. | Private Equity Fund | $1.3B | $5.0M | 54 |
| Spectrum Equity Ix A, L.P. | Private Equity Fund | $1.0B | $5.0M | 65 |
| Spectrum Equity Viii B, L.P. | Private Equity Fund | $359M | $5.0M | 30 |
| Spectrum Equity Ix B, L.P. | Private Equity Fund | $264M | $5.0M | 31 |
| Spectrum Select Opportunities A, L.P. | Private Equity Fund | $142M | $5.0M | 14 |
| Spectrum Discretionary Overage Program Ii | Private Equity Fund | $125M | $5.0M | 27 |
| Spectrum Equity X A, L.P. | Private Equity Fund | $115M | $10.0M | 65 |
| Spectrum Equity Discretionary Overage Program | Private Equity Fund | $84.5M | $5.0M | 28 |
| Spectrum Equity Ls, L.P. | Private Equity Fund | $60.8M | $5.0M | 7 |
| Spectrum Equity X B, L.P. | Private Equity Fund | $59.3M | $10.0M | 56 |
| Spectrum Equity Ix C, L.P. | Private Equity Fund | $52.6M | $1.0M | 70 |
| Spectrum Equity Viii C, L.P. | Private Equity Fund | $49.7M | $1.0M | 56 |
| Spectrum Select Opportunities B, L.P. | Private Equity Fund | $29.4M | $5.0M | 8 |
| Spectrum Equity Investors Vi, L.P. | Private Equity Fund | $26.4M | $5.0M | 63 |
| Spectrum Equity Discretionary Overage Program Iii A, L.P. | Private Equity Fund | $13.3M | $5.0M | 16 |
| Spectrum Equity Discretionary Overage Program Iii B, L.P. | Private Equity Fund | $11.3M | $5.0M | 17 |
| Spectrum Equity X C, L.P. | Private Equity Fund | $6.5M | $1.0M | 89 |
| Spectrum Viii Investment Managers' Fund, L.P. | Private Equity Fund | $6.2M | $10.0K | 13 |
| Spectrum Ix Investment Managers' Fund, L.P | Private Equity Fund | $4.5M | $100K | 22 |
| Spectrum Vii Investment Managers' Fund, L.P. | Private Equity Fund | $3.3M | $10.0K | 17 |
| Spectrum Anc Investor, L.P. | Private Equity Fund | $2.9M | $65.0K | 11 |
| Spectrum Viii Coinvestment Fund, L.P. | Private Equity Fund | $2.4M | $10.0K | 36 |
| Spectrum Ix Co Investment Fund, L.P. | Private Equity Fund | $2.2M | $10.0K | 33 |
| Spectrum Vii Coinvestment Fund, L.P. | Private Equity Fund | $1.7M | $10.0K | 27 |
Top 25 of 29 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 7.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗