Suntx Capital Management Corp.
- Regulatory AUM
- $554M
- Discretionary
- $554M
- Clients
- 3
- Avg AUM / client
- $185M
- Accounts
- 3
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $554M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $306M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Suntx Capital Partners Ii Lp | Private Equity Fund | Delaware | $126M | 32 |
| Suntx Capital Partners Iii Lp | Private Equity Fund | Delaware | $117M | 7 |
| Suntx Capital Partners Ii Dutch Investors, Lp | Private Equity Fund | Delaware | $62.6M | 19 |
| Suntx Fulcrum Fund Prime, L.P. | Private Equity Fund | Delaware | $399K | 28 |
| Suntx Fulcrum Dutch Investors Prime, L.P. | Private Equity Fund | Delaware | $169K | 5 |
| Suntx Big Outdoor Holdings, Lp | Private Equity Fund | Delaware | $95.0K | 3 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennings, Craig, Joseph | Partner, Chief Financial Officer | Jan 2001 (26y) | Less than 5% | |
| Matteson, Mark, Richard | Partner, Vice President | Jan 2001 (26y) | Less than 5% | |
| Ned Nelson Fleming | Managing Partner, President | Jan 2001 (26y) | 75% or more | |
| Bruce, Barrett, Noel | General Counsel, Chief Compliance Officer & Secretary | Jul 2005 (21y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $306M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Suntx Capital Partners Ii Lp | Private Equity Fund | $126M | $10.0M | 32 |
| Suntx Capital Partners Iii Lp | Private Equity Fund | $117M | $10.0M | 7 |
| Suntx Capital Partners Ii Dutch Investors, Lp | Private Equity Fund | $62.6M | $10.0M | 19 |
| Suntx Fulcrum Fund Prime, L.P. | Private Equity Fund | $399K | $1.0M | 28 |
| Suntx Fulcrum Dutch Investors Prime, L.P. | Private Equity Fund | $169K | $1.0M | 5 |
| Suntx Big Outdoor Holdings, Lp | Private Equity Fund | $95.0K | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗