General Counsel & Chief Compliance Officer · Summittx Capital, L.P.
Courtney B. Posner
CRD 6774859 · Named on Form ADV at one SEC-registered adviser
At a glance
Summittx Capital, L.P., an SEC-registered private fund adviser based in Fort Worth, TX with $10.1 billion in regulatory assets, lists Courtney B. Posner on its Form ADV as General Counsel & Chief Compliance Officer, a control person.
Firms and roles
- Summittx Capital, L.P.General Counsel & Chief Compliance OfficerPrivate fund adviser · Fort Worth, TX · $10B in regulatory assets
AtlasMembers
Courtney’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Alex DidychChief Risk Officer, Summittx Capital, L.P.
- Brian PellerChief Operating Officer, Summittx Capital, L.P.
- Caroline A. CooleyChief Executive Officer, Summittx Capital, L.P.
- Thomas N. ArbourCo-Chief Investment Officer, Summittx Capital, L.P.
- Melinda T. LillyChief Administrative Officer, Summittx Capital, L.P.
1 more person named with Courtney on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Courtney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.