Alpha Summit Tax Optimization Fund, LP is a private investment fund based in Woodland Hills, California. According to its most recent Form D, filed Nov 3, 2026, it has sold $12,350,000 of interests to 38 investors since its first sale in Aug 2026. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Alpha Summit Investments I, LLC; Reza Zamani; Alireza Zamani.
- Total raised
- $12,350,000Cumulative sales reported on Form D
- Investors
- 38
- First sale
- Aug 1, 2026
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Alpha Summit Investments I, LLC; Reza Zamani; Alireza Zamani
- Latest Form D
- Nov 3, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Alpha Summit Tax Optimization Fund, LP
What is the minimum investment for Alpha Summit Tax Optimization Fund, LP?
According to its latest Form D, filed Nov 3, 2026, the minimum investment Alpha Summit Tax Optimization Fund, LP accepts from an outside investor is $250,000.
Who can invest in Alpha Summit Tax Optimization Fund, LP?
Alpha Summit Tax Optimization Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Alpha Summit Tax Optimization Fund, LP raised?
Alpha Summit Tax Optimization Fund, LP reports $12,350,000 sold from 38 investors on its Form D filed Nov 3, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Alpha Summit Tax Optimization Fund, LP based?
Alpha Summit Tax Optimization Fund, LP is based in Woodland Hills, California.
When did Alpha Summit Tax Optimization Fund, LP launch?
Alpha Summit Tax Optimization Fund, LP reports its first sale in Aug 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 63% of the 1,719 private investment funds based in California, and more than 44% of all 10,263 that report sales.