Suntx Capital Management Corp.

RIASEC RegisteredEst. 2012
Total AUM
$554M
Discretionary
$554M
100% of AUM
Avg account
$185M
Accounts
3
Employees
14
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
161332
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Suntx Capital Management Corp. is a corporate-structured private equity manager that has been SEC-registered since 2012. The firm is owned by an individual and serves an institutional client base. It primarily advises pooled investment vehicles, acting as sponsor, general partner, and managing member for funds it runs rather than functioning as an external capital allocator. Fee arrangements combine a percentage-of-assets component with performance-based fees. Suntx does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Mark Matteson

    Mark Matteson

    Founding PartnerCRD 6028857

  • Craig Jennings

    Craig Jennings

    Founding PartnerCRD 6028861

  • Ned Fleming

    Ned Fleming

    Founding PartnerCRD 6028856

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2 Lincoln Ctr Lbj Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth