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| Happy Holidays!! thanks for using AUM13F!! |
| Summittx Capital LP
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| CRD # | 333741 |
| SEC # | 801-131664 |
| CIK # | |
| AUM | $8.2 B (2025-05-16) |
| Employees | 59 (66% Investors, 0% Brokers) |
| Phone | 817-769-1578 |
| Address | 201 Main Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Summittx Pinnacle Master LP | [2024-08-29] | 284.5 | 2,978.8 |
| HF | Summittx Master SPC - Summittx Apex SP | [2021-11-03] | 0.6 | 2,376.3 |
| HF | Summittx Master SPC - Summittx Alpha SP | [2018-03-01] | 517.2 | 2,892.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 8.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 8.2 |
| By Discretionary | ||
| Discretionary | 3 | 8.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 7.3 | |
| Total | 3 | 8.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ronan Guilfoyle | 355 | ||
| Alaina Danley | 108 | ||
| Amber Ramsey | 72 | ||
| Jason Fitzgerald | 86 | ||
| Crestline Management LP | 86 | ||
| Douglas Bratton | 22 | ||
| Scott Nelson | 17 | ||
| Caroline Cooley | 7 | ||
| Neilson Arbour | 6 | ||
| Summittx Capital LP | 6 | ||
| Alex Didych | 6 | ||
| Brian Peller | 6 | ||
| Summittx Pinnacle GP LP | 2 | ||
| Crestline Summit Pinnacle GP LP | 2 | ||
| Crestline Summit GP LP | 2 | ||
| Summittx GP LP | 2 | ||
| James Katten | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dynasty Wealth Management LLC
✚
|
FL | 8.7 |
|
Trinity Street Asset Management LLP
✚
|
8.7 | |
|
Steadfast Capital Management LP
✚
|
NY | 8.5 |
|
Coronation Global Fund Managers Ireland Limited
✚
|
8.4 | |
|
Interval Partners LP
✚
|
NY | 8.4 |
|
Slate Path Capital LP
✚
|
NY | 8.4 |
|
Oasis Capital Partners Texas Inc
✚
|
TX | 8.3 |
|
Axium Infrastructure Inc
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|
8.3 | |
|
Lansdowne Partners UK LLP
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|
8.0 | |
|
Chatham Asset Management LLC
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|
NJ | 7.9 |