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 hedge fund organized as a limited partnership that serves institutional clients and is registered with the SEC as of 2025. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its business model includes sponsoring and acting as general partner or managing member of pooled vehicles, and it reports fee arrangements that combine a percentage of assets under management with performance-based compensation. Summittx does not identify as an active ESG investor and its core activities emphasize alternative and pooled-investment strategies rather than traditional retail advisory services.
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 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 37Active vs passive
$869M in ETFs
100%
$869M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $471M | 723,658 | 54.15% |
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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