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SUMMITTX CAPITAL, L.P.

FORT WORTH, TX · CRD 333741 · IAPD ↗ · summittxcapital.com · 817-769-1578

$10.10BRegulatory AUM
43Advisory reps
70Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
June 2025 — SUMMITTX CAPITAL, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
June 2025 — SUMMITTX CAPITAL, L.P.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
June 2025 — SUMMITTX CAPITAL, L.P. now reports 3 private fund(s) ($8.25B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2025 — SUMMITTX CAPITAL, L.P. (FORT WORTH, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 39 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.