Summittx Capital, L.P.

RIASEC Registered
Total AUM
$10.1B
Discretionary
$10.1B
100% of AUM
Avg account
$3.4B
Accounts
3
Employees
70
Advisory reps
7

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

FINTRX

Overview

Summittx Capital, L.P. is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC‑registered (registration year 2025) and serves as an adviser and operator of pooled investment vehicles, performing portfolio management for those vehicles while also acting in CPO/CTA capacities and serving as sponsor/GP/managing member of its funds. Compensation is a combination of an asset‑based fee and performance‑based fees. The organization reports domestic entity and individual ownership and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$1B in ETFs

Passive

100%

$1B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$478M640,68947.30%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth