SourcingSourcing

SUMMITTX CAPITAL, L.P.

C25
CRD 333741·SEC 801-131664·FORT WORTH, TX
AUM
$10.10B
$1B+
Est. Revenue
$101.0M
@ 1% on AUM
Est. EBITDA
$30.3M
@ 30% margin
Est. Deal Value
$242.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMITTX CAPITAL, L.P.
CRD
333741
SEC file #
801-131664
EIN
000000000
DBA names
—

Economics

AUM
$10.10B
AUM band
$1B+
AUM trajectory
'25'26
$8.25B → $10.10B▲ +22%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
70
Advisory staff (per ADV)
43
Advisory staff (5-yr trend)
'25'26
39 advisors → 43 advisors▲ +10%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
summittxcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SUMMITTX PARTNER HOLDINGS L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
SUMMITTX PARTNER HOLDINGS L.P.
ARBOUR, THOMAS, NEILSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SUMMITTXCAPITAL.COM
Rdap Domain Creation Date
2024-04-30T15:29:01Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001671917
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2016-04-15
Edgar Last Filing Date
2026-04-03
Edgar Form D Count
11
Edgar Form D Offerings
2026-04-032026-04-03 · 0000905148-26-001506
2025-04-032025-04-03 · 0001671917-25-000003
Edgar Former Names
Crestline Summit (Onshore), L.P. - Crestline Summit Equity Alpha
Crestline Summit (Onshore), L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan9
Goldman Sachs6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
201 MAIN STREETSUITE 1900FORT WORTH, TX 76102
Business
201 MAIN STREETSUITE 1900FORT WORTH, TX 76102
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-03 · 0000905148-26-001506
D/A2025-04-03 · 0001671917-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-30T15:29:01Z
Rdap Domain Last Changed
2026-05-11T21:55:29Z
Rdap Nameservers
Ns-1070.awsdns-05.orgNs-12.awsdns-01.comNs-1759.awsdns-27.co.ukNs-724.awsdns-26.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (7)

7
ARBOUR, THOMAS, NEILSON
Executive Officer · 2.5%
4562749
COOLEY, CAROLINE, ANN
Executive Officer · 2.5%
2944322
DIDYCH, ALEX
Executive Officer · 2.5%
4585037
DOYLE, MEGAN
Executive Officer · 2.5%
6515997
LILLY, MELINDA, THOMPSON
Executive Officer · 2.5%
4197870
PELLER, BRIAN
Executive Officer · 2.5%
5769232
TIMOTHEOU, JOHN
Executive Officer · 2.5%
8093991