LOS ANGELES, CA – August 4, 2026 – Alpha Summit, the investment platform of SteelPeak Wealth, today announced the launch of the Alpha Summit Strategic Alternatives Fund (ALTSX), a multi-strategy, multi-manager interval fund designed to provide investors with institutional-quality alternative investments through a single, professionally managed portfolio. ALTSX was created to address one of the largest gaps in traditional portfolio construction: access to high-quality private market investments. Historically, many of these opportunities have been available primarily to large endowments, foundations, and institutional investors. ALTSX brings these strategies together in one investment vehicle with a low minimum investment, simplified tax reporting, and quarterly liquidity. The fund invests across a broad range of alternative asset classes, including private credit, private equity, real assets, infrastructure, specialty finance, insurance-linked investments, and hedged strategies. Through a diversified portfolio of more than 25 institutional investment managers, ALTSX seeks to provide investors with differentiated sources of return, enhanced income potential, and reduced dependence on traditional stock and bond markets.
“Alternative investments have become an increasingly important component of institutional portfolios, yet access has remained limited for many advisors and individual investors,” said Maz Esmailbeigi, Chief Investment Officer of Alpha Summit. “ALTSX was built to change that. We wanted to create a single solution that simplifies access to institutional-quality alternatives while maintaining the operational ease advisors and clients expect.”
Unlike traditional private investment funds that often require high minimum investments, lengthy lock-up periods, and K-1 tax reporting, ALTSX is structured as a registered interval fund. The fund offers:
• Diversified exposure across multiple alternative asset classes
• Access to more than 25 institutional investment managers
• Daily subscriptions
• Quarterly repurchase opportunities, subject to fund limitations
• Form 1099 tax reporting with no K-1s
• A $1,000 minimum investment
The investment team believes alternatives can play an increasingly important role in modern portfolio construction by expanding diversification beyond traditional equities and fixed income while providing access to private market opportunities that have historically been difficult for many investors to access. ALTSX is designed for long-term investors seeking broader portfolio diversification, income potential, and exposure to institutional investment strategies within a professionally managed framework.
“Today’s investors are looking for more than a traditional 60/40 portfolio,” Esmailbeigi added. “They want access to the same types of investments that institutions have relied upon for decades. ALTSX represents our vision of making those opportunities more accessible through a thoughtfully constructed, advisor-friendly solution.”
About Alpha Summit
Alpha Summit is the investment platform of SteelPeak Wealth Management, created to deliver investment solutions built through the lens of advisors and the clients they serve. Unlike many traditional asset managers that are primarily focused on manufacturing products, Alpha Summit was founded by investment professionals with decades of experience advising high-net-worth families. That wealth management perspective shapes every strategy we develop. We believe the investment industry doesn’t always build solutions around the real-world needs of advisors and investors. Too often, advisors are forced to combine multiple products, navigate unnecessary complexity, or compromise because the right solution simply doesn’t exist. Alpha Summit was created to change that. Our team identifies gaps in today’s investment landscape and develops purpose-built investment solutions designed to solve meaningful client challenges, whether that’s generating tax-efficient income, managing concentrated stock positions, expanding access to institutional-quality alternative investments, or improving portfolio construction. The result is a growing platform of separately managed accounts, alternative investments, and specialized strategies built to help advisors deliver more effective outcomes for their clients. For more information, visit www.alphasummitgroup.com or contact the Alpha Summit team.
Important Disclosures
Investing involves risk, including the possible loss of principal. Alternative investments involve unique risks, including illiquidity, leverage, and valuation uncertainty, and may not be appropriate for all investors. The Alpha Summit Strategic Alternatives Fund is an interval fund that provides limited quarterly liquidity through repurchase offers, which are subject to fund limitations and are not guaranteed. The fund’s investment objectives, risks, charges, and expenses should be considered carefully before investing. Investors should read the prospectus carefully before making an investment decision. Target returns and distribution rates are objectives only and are not guarantees of future performance. Actual results may differ materially.
Funds distributed by Distribution Services, LLC.
For a prospectus or summary prospectus with this and other information about the Fund, please call (818) 835-8720 or visit our website at www.alphasummitgroup.com/funds-altsx. Read the prospectus or summary prospectus carefully before investing.