Form D · Other Investment Fund
Alpha Summit Tax Optimization Fund, LP
Woodland Hills, CA · CIK 0002163373
Offering snapshot reported Nov 3, 2026 · SEC filing
- Reported sold
- $12.4M Indefinite offering
- Investors reported
- 38 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Aug 1, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 3, 2026 | Initial | $12,350,000 | No comparison | 38 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C.7, 3C
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-603406
Limited Partnership Interests
Source: Form D, filed Nov 3, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Alpha Summit Investments I, Llc | Executive |
| Maziar Esmailbeigi | Executive |
| Reza Zamani | Executive |
| Alireza Zamani | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
21650 Oxnard Street, Suite 2300
Woodland Hills, CA, 91367
Woodland Hills, CA, 91367