Summittx Capital, L.P.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 333741
- Registered since
- January 2, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Summittx Capital, L.P. is a domestically owned limited partnership operating as a hedge fund that serves institutional clients. The firm is registered with the SEC (registration effective 2025) and combines roles as an adviser to pooled vehicles with CPO/CTA responsibilities. It sponsors and acts as GP for pooled investment vehicles and provides portfolio management for those vehicles. Compensation is structured as a percentage of assets under management plus performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6Brian Peller
Chief Operating OfficerCRD 5769232
Caroline Cooley
Managing Partner and Chief Investment OfficerCRD 2944322
Melinda Lilly
Managing Director, Chief Administrative OfficerCRD 4197870
Contacts
1 of 1Alex Didych
Risk ManagerCRD 4585037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$1B in ETFs
100%
$1B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $478M | 640,689 | 47.30% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 201 Main St
- Time zone
- CT (UTC-6)
- Office locations
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