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Courtney Posner

General Counsel & Chief Compliance Officer at Summittx Capital

Officer record from the firm’s Form ADVForm ADV filed 26 August 2026

Courtney Posner is General Counsel & Chief Compliance Officer of Summittx Capital, L.P., a Fort Worth investment adviser.

Role at Summittx Capital

Title on Schedule A
General Counsel & Chief Compliance Officer
Control
Courtney Posner is a control person of Summittx Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Courtney Posner has held the filed role since July 2026.

The firm

Summittx Capital, L.P.
Fort Worth, TX

Form ADV filed 26 August 2026

$10.1B AUM3 clients43 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Courtney Posner is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Courtney Posner
CRD
6774859
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

SummitTX identifies Courtney Posner as Managing Director, General Counsel and Chief Compliance Officer, overseeing legal and compliance. Her prior roles included Lowenstein Sandler, Echo Street Capital Management, and PineBridge Investments. SummitTX official biography

Education

Common questions

Where does Courtney Posner work?

Courtney Posner has been General Counsel & Chief Compliance Officer of Summittx Capital, L.P. since July 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 August 2026

Leadership at Summittx Capital

Sources

  1. IAPD individual lookup, CRD 6774859. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Summittx Capital, L.P., filed 26 August 2026. Title, control and ownership bands.
  3. Summittx Capital team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Courtney Posner or Summittx Capital, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.