SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series
SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series is a hedge fund based in Fort Worth, Texas. According to its most recent Form D, filed Apr 3, 2026, the fund has sold $1,078,042,823 of interests to 77 investors since its first sale in Apr 2016. 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. Related persons named in the filing include SummitTX Capital, L.P; Caroline Cooley; Neilson Arbour.
Performance
No verified returns have been reported for this fund. As a rough guide, Summittx Capital, L.P., which manages it, disclosed U.S. stock holdings that returned an estimated +17.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q2 2025 to Q2 2026, the estimate is +43.9% (S&P 500: +33.5%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $1,078,042,823Cumulative sales reported on Form D
- Investors
- 77
- First sale
- Apr 1, 2016
- 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
- SummitTX Capital, L.P; Caroline Cooley; Neilson Arbour
- Latest Form D
- Apr 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series
What is the minimum investment for SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series?
According to its latest Form D, filed Apr 3, 2026, the minimum investment SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series accepts from an outside investor is $250,000.
Who can invest in SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series?
SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series 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 SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series raised?
SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series reports $1,078,042,823 sold from 77 investors on its Form D filed Apr 3, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series based?
SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series is based in Fort Worth, Texas and is managed by Summittx Capital, L.P..
When did SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series launch?
SummitTX (Onshore), L.P. - SummitTX Alpha (Onshore) Series reports its first sale in Apr 2016.
Size compared with every hedge fund
Raised more than 96% of the 631 hedge funds based in Texas, and more than 90% of all 10,308 that report sales.