Alpha Summit Tax Optimization Fund, LP
Other Private FundFund ID 805-2623683664Delaware, United States
Gross assets
—
Min. investment
$250K
Beneficial owners
0
Size rank
—
Audited
Yes
Structure
Standalone
About this fund
Alpha Summit Tax Optimization Fund, LP is a other private fund managed by Steelpeak Wealth, LLC. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-2623683664 |
| Fund type | Other Private Fund — FUND OF FUNDS |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Sp Capital Opportunity I-A LP | Private Equity | $11.6M |
| Sp Goal-Line Growth Fund, LP | Other Private | $7.9M |
| Sp Long-Short Equity Strategy LP | Hedge | $6M |
Frequently asked questions
What is the minimum investment for Alpha Summit Tax Optimization Fund, LP?
The stated minimum investment is $250,000.
Who manages Alpha Summit Tax Optimization Fund, LP?
Alpha Summit Tax Optimization Fund, LP is managed by Steelpeak Wealth, LLC.
Does Alpha Summit Tax Optimization Fund, LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
S
Los Angeles, CA
Service providers
Prime broker
None reported
Custodian
Administrator
Auditor
How this fund compares
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.