SummitTX (Offshore), SPC - SummitTX APEX SP
SummitTX (Offshore), SPC - SummitTX APEX SP is a hedge fund based in George Town, Grand Cayman, Cayman Islands. According to its most recent Form D, filed Apr 3, 2026, the fund has sold $870,777,182 of interests to 7 investors since its first sale in Sep 2021. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Neilson Arbour; Scott Nelson; SummitTX Capital, L.P.
Performance
No verified returns have been reported for this fund. As a rough guide, Summittx Capital, L.P., which manages it, disclosed U.S. stock holdings that returned an estimated +17.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q2 2025 to Q2 2026, the estimate is +43.9% (S&P 500: +33.5%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $870,777,182Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Sep 1, 2021
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Neilson Arbour; Scott Nelson; SummitTX Capital, L.P
- Latest Form D
- Apr 3, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about SummitTX (Offshore), SPC - SummitTX APEX SP
What is the minimum investment for SummitTX (Offshore), SPC - SummitTX APEX SP?
According to its latest Form D, filed Apr 3, 2026, the minimum investment SummitTX (Offshore), SPC - SummitTX APEX SP accepts from an outside investor is $100,000.
Who can invest in SummitTX (Offshore), SPC - SummitTX APEX SP?
SummitTX (Offshore), SPC - SummitTX APEX SP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has SummitTX (Offshore), SPC - SummitTX APEX SP raised?
SummitTX (Offshore), SPC - SummitTX APEX SP reports $870,777,182 sold from 7 investors on its Form D filed Apr 3, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is SummitTX (Offshore), SPC - SummitTX APEX SP based?
SummitTX (Offshore), SPC - SummitTX APEX SP is based in George Town, Grand Cayman, Cayman Islands and is managed by Summittx Capital, L.P..
When did SummitTX (Offshore), SPC - SummitTX APEX SP launch?
SummitTX (Offshore), SPC - SummitTX APEX SP reports its first sale in Sep 2021.
Size compared with every hedge fund
Raised more than 84% of the 2,363 hedge funds based in Cayman Islands, and more than 88% of all 10,307 that report sales.