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Melinda Lilly

Chief Administrative Officer at Summittx Capital

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

Melinda Lilly is Chief Administrative Officer of Summittx Capital, L.P., a Fort Worth investment adviser.

Role at Summittx Capital

Title on Schedule A
Chief Administrative Officer
Control
Melinda Lilly is a control person of Summittx Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Melinda Lilly has held the filed role since November 2024.

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 17 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 Melinda Lilly 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
Melinda Lilly
CRD
4197870
Firm
Summittx Capital, L.P.
Record basis
Form ADV officer listing
Firm bio
summittxcapital.com

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 Melinda Lilly as Chief Administrative Officer and says she joined Crestline Summit in 2015. Her prior roles included Paradigm Advisors and Fidelity Investments. SummitTX official biography

Education

Common questions

Where does Melinda Lilly work?

Melinda Lilly has been Chief Administrative Officer of Summittx Capital, L.P. since November 2024, 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 4197870. 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 17 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 Melinda Lilly 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.