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. operates as a private equity–focused investment manager that advises pooled investment vehicles for institutional clients. Registered with the SEC in 2012, the firm acts as sponsor, general partner and managing member of its funds rather than functioning purely as a capital allocator. Its fee mix combines a percentage-of-assets charge with performance-based fees, a structure aligned with active private fund management and carried-interest economics. Investment preferences skew toward private-market strategies. The firm’s activity centers on managing private equity vehicles and allocating to a range of alternative asset strategies. Suntx does not position itself as an active ESG investor and appears to run a compact, institutionally oriented client base concentrated into a small number of large accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • MARK MATTESON

    Founding PartnerCRD 6028857

  • CRAIG JENNINGS

    Founding PartnerCRD 6028861

  • NED FLEMING

    Founding PartnerCRD 6028856

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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