A tax-aware, multi-strategy fund engineered to reduce the single largest drag on long-term wealth for high-income investors: taxes.
A diversified alternatives strategy built to pursue equity-like returns across market regimes. Tax efficiency is engineered into the structure so more of that return survives to the investor. The strategy drives the outcome. The tax treatment protects it.
Systematic long/short equity and managed futures, run by leading global quant managers, seeking equity-like returns with lower correlation to public markets.
Market-neutral equity and long-volatility sleeves broaden return sources and add drawdown protection across regimes.
Efficiency built into the vehicle: gains deferred, losses characterized favorably, so more of the pre-tax return compounds.
We pursue returns first. We keep taxes from eroding it. In that order.
Two investors can earn the same return and end up in very different places. The difference is what taxes take out of compounding each year. Taxes, not markets, are often the largest drag on long-term wealth accumulation.
Most alternatives are run as if this gap doesn't exist. Reducing that drag, not reaching for more risk, is the most reliable way to improve what clients actually keep.
¹ Hypothetical: $1M at a constant 7% gross return; “tax-managed” assumes a 0.6% annual tax drag, “taxed annually” assumes gains taxed each year at a 40.8% ordinary rate. Illustrates tax-drag math only; not a projection of Fund returns.
One test, applied to every strategy we hold. For every sleeve in this Fund, the answer is yes. It is the same standard institutional allocators apply to tax-aware strategies.
Every underlying strategy is built on a researched, economically grounded return model, not on generating losses.
Tax-exempt institutions allocate to materially similar strategies. The economics stand on their own.
Tax awareness shapes how positions are held and realized. It never drives portfolio construction.
Institutional, tax-aware strategies most investors can't reach directly, delivered in a single allocation.
| On Your Own | With Alpha Summit | |
|---|---|---|
| Manager Access | $5M+ minimums, closed funds | Institutional managers in one fund |
| Structure | Multiple subscriptions and K-1s, complex accounting and tax-character tracking | Single LP, single K-1 |
| Tax Optimization | Manual, account by account | Embedded in the vehicle |
| Diligence & Monitoring | Source, vet, and monitor each manager | Institutional diligence included |
Built the way institutions build: specialist managers, deliberate roles, one mandate.
Indicative target ranges at Adviser discretion. Certain strategies remain under diligence and are not yet funded.
Equity-like gross return → less structural tax drag → more that keeps compounding.
| Mechanism | What It Does |
|---|---|
| Gain Deferral | Winning positions held past one year; deferred tax dollars stay invested and compound. |
| Loss Characterization | Trader-fund status characterizes trading losses as active ordinary losses that offset income at marginal rates. |
| Short-Term Loss Harvesting | Offsets short-term gains from restricted stock units, a business sale, or trading anywhere in the investor's portfolio. |
Each mechanism works across the entire portfolio, not just inside the Fund.
A top-bracket investor wants equity exposure and meaningful tax relief, the kind of structure that's nearly impossible to assemble alone.
¹ Hypothetical, not a projection or guarantee.
| Structure | Delaware Limited Partnership |
| General Partner | Alpha Summit Investments I, LLC |
| Investment Adviser | SteelPeak Wealth, LLC (~$4.2B AUM, 3/31/26) |
| Management Fee | 1.50% per annum (1.00% for existing SMA clients) |
| Performance Allocation | 10% of profits above high-water mark |
| Minimum Investment | $250,000 (GP may waive or modify) |
| Subscriptions | Quarterly |
| Redemptions | Quarterly, 60 days' notice, after 1-year lock-up |
| Distributions | None; income/loss allocated via Schedule K-1 |
| Tax Reporting | Schedule K-1 (extensions expected) |
| Suitability | Qualified Purchasers; U.S. taxable |
| Custodian & Banking | Charles Schwab (primary); JPMorgan (cash) |
| Administrator | Bridge Alternatives |
| Auditor | CohnReznick LLP |
| Legal Counsel | Shartsis Friese LLP |
Risks: please refer to the Private Placement Memorandum for a more detailed discussion regarding the risks associated with this investment.
A straightforward path from confirming eligibility to funding your allocation.
Verify Qualified Purchaser / Accredited Investor status and review your tax profile with your advisor.
Read the Private Placement Memorandum, Limited Partnership Agreement, and Subscription Agreement in full.
Discuss K-1 timing (plan for an extension) and how the Fund's ordinary losses fit your situation, including any Roth-conversion opportunities.
Complete the Subscription Agreement and Offering Questionnaire.
For eligibility, allocations, or operational detail on the Tax Optimization Fund, connect with Alpha Summit.