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 limited partnership operating as a hedge fund and registered with the SEC in 2025. The firm serves institutional clients and focuses on managing pooled investment vehicles, acting in roles consistent with a CPO/CTA and sponsor or general partner of funds. Its compensation mixes a percentage-of-assets fee with performance-based fees. Summittx does not market itself as an ESG investor and is not identified as a capital allocator to third-party managers in a primary capacity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6
Caroline Cooley
Managing Partner and Chief Investment OfficerCRD 2944322
Courtney Posner
General Counsel and Chief Compliance OfficerCRD 6774859
Brian Peller
Chief Operating OfficerCRD 5769232
Contacts
1 of 1Alex Didych
Risk ManagerCRD 4585037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$2B in ETFs
100%
$2B
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 | 23.67% |
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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