Risk Managed for Today.
Diversified for Tomorrow.

Alpha Summit equips institutional investors with strategies designed to perform in today’s markets.

Alpha Summit Funds

Alternative investments in private markets designed to be a source of long-term, diversified alpha. This is done through Alpha Summit Funds.

Alpha Summit Investments

Options-based strategies designed to provide consistent, risk-managed returns for institutions. This is done through Alpha Summit Investments.

We serve a select group of institutional clients, including Registered Investment Advisors (RIAs), family offices, and endowments, who seek both stability, innovation, and efficiency in their portfolios. In true alignment of interests, Alpha Summit is independently owned by its founders and partners, and we invest alongside our clients in the strategies we offer. Your outcomes are our outcomes; your goals are our goals; your success is our success.

Our Distinct Approach

We identify direct and co-investment opportunities across a range of investment options.

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Offers investments with low correlation to the stock market

Provides a truly balanced portfolio beyond stocks and bonds

Access to unique investments in private credit, real estate, VC, etc.

Alpha Summit
Funds

Exclusive private market investments providing access to a source of long-term, diversified alpha.

Goal Line Growth Fund
The fund's investment approach focuses on selecting opportunities based on performance consistency, risk-adjusted returns, and the management team's track record. It prioritizes investment strategies that align with portfolio diversification, market trends, and long-term growth potential while ensuring operational excellence, regulatory compliance, and technological capability. Additionally, the fund assesses the alignment of incentives, investment philosophy, and structural terms to ensure a strong fit with its strategic objectives. 

To generate attractive risk-adjusted returns by investing in targeted industry opportunities with a focus on sports franchises, real estate, and technology.

Goal Line Growth Fund BrochureGoal Line Growth Q2 2025 Investor Letter

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Long-Short Fund
The fund will utilize a quantitative methodology that aims to profit from both rising and falling stock prices by using mathematical and statistical models. The fund employs a long bias weighting between long and short positions. It is designed to provide a hedge against market swings in either direction with reduced correlation and volatility versus a traditional equity-only portfolio.
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To generate superior long-term risk adjusted returns by employing a Long-Short Equity Strategy (75% Long / 25% Short) that strives to capitalize on both rising and falling stock prices.

Capital Opportunity Fund
FUND I: CLOSED TO FUTURE INVESTMENTS
The fund is a diversified portfolio of late-stage, highly scalable companies through direct, syndicated investments in private markets. 
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To generate risk­ adjusted long-term growth by co-investing in private companies.

Alpha Summit Investments

Options-based strategies that are designed to provide consistent, risk-managed returns.

Dynamic Alpha Growth
The Dynamic Alpha Growth strategy is designed to help investors capture concentrated growth opportunities while generating supplemental income. This focused growth strategy targets high-momentum companies from the Nasdaq 100 index, combining active security selection with a tactical covered call program to deliver enhanced total returns. For investors seeking growth exposure with an income component, the strategy offers an innovative approach to capturing technology and growth themes while preserving flexibility and generating current cash flow.

To capture technology and growth themes while preserving flexibility and generating current cash flow.

Dynamic Alpha Growth Brochure
Dynamic Alpha Value
Dynamic Alpha Value is built for investors seeking dependable dividend income and disciplined equity exposure to industry-leading companies. This concentrated strategy invests in 16 blue-chip names from the Dow Jones Industrial Average, selected for their consistent dividend yield, high momentum, and attractive industry-level valuations. By integrating a monthly covered call overlay, it aims to provide reliable cash flow while preserving long-term upside.

To provide reliable cash flow while preserving long-term upside.

Dynamic Alpha Value BrochureDynamic Alpha Value Fact Sheet
Dynamic Disruptors 20
The Disruptors 20 strategy focuses on global leaders of innovation, investing in companies that are reshaping their industries through groundbreaking technologies, products, and business models. Selected from the Nasdaq 100, these firms are at the forefront of Information Technology, Communication Services, Consumer Discretionary, and Health Care. The portfolio holds 20 stocks and is rebalanced quarterly to maintain exposure to the most promising high-growth disruptors in the market.

To maintain exposure to the most promising high-growth disruptors in the market.

Dynamic Disruptors 20 BrochureDynamic Disruptors 20 Fact Sheet
Dynamic Buyback Achievers
The Dynamic Buyback Achievers strategy invests in leading U.S. companies with a proven track record of rewarding shareholders through substantial share repurchases. It targets 16 corporations from the Nasdaq U.S. Buyback Achievers Index that have reduced their shares outstanding by at least 5% over the prior 12 months. This approach combines the potential for capital appreciation from well-managed companies with a disciplined monthly covered call overlay to enhance portfolio income.

To capture capital appreciation from well-managed companies with a disciplined monthly covered call overlay to enhance portfolio income.

Dynamic Buyback Achievers BrochureDynamic Buyback Achievers Fact Sheet
Dynamic Global Equity
Dynamic Global Equity provides broad global equity exposure through a diversified mix of domestic large-cap, domestic small/mid-cap, international, and emerging market equities. Implemented via carefully selected exchange traded funds (ETFs). This strategy combines global diversification with an active monthly covered call overlay to generate income. Tactical quarterly rebalancing ensures the portfolio stays aligned with prevailing market opportunities and risk conditions.

To combine global diversification with an active monthly covered call overlay to generate income.

Dynamic Global Equity BrochureDynamic Global Equity Fact Sheet

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SteelPeak Wealth Launches Alpha Summit 

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Frequently Asked Questions

Who is Alpha Summit and Key Disclosures?

Alpha Summit is an investment management company offering alternative investments and separately managed accounts. It is the third-party distribution arm of SteelPeak Wealth.

For more information please see:
Form ADV 2A
Form CRS
Privacy Policy
And for additional disclosures: https://www.steelpeakwealth.com/disclaimer

What makes Alpha Summit unique in its approach to investing?

We serve a select group of institutional clients, including Registered Investment Advisors (RIAs), family offices, and endowments, who seek both stability, innovation, and efficiency in their portfolios.

How can my firm leverage the investment opportunities offered by Alpha Summit?

Alpha Summit funds and investments are available directly through the firm or through Schwab Marketplace.

What are the sectors Alpha Summit focuses on?

Alpha Summit has a wide range of sectors that it focusing on; each fund and investment has its unique focus.

How do I sign up for more insights from Alpha Summit?

Sign up using the "Connect with us" link in the header footer below.

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