Apex Private Debt Fund I & Apex Acquisition Fund I

Apex Fund Group is a private investment firm built by seasoned entrepreneurs for fellow visionaries, high-net-worth investors, and family offices. We focus on delivering strong risk-adjusted returns through private credit and private equity investing, with personalized service and long-term partnership at the core of our approach. Our team leverages decades of real business experience to source, structure, and steward investments that generate meaningful financial outcomes for our Qualified and Accredited Investors.

We currently offer two primary investment vehicles:

• Apex Debt Fund I — an open-ended private debt fund focused on asset-backed lending with disciplined underwriting.

• Apex Acquisition Fund I — a closed-end private equity fund with a thoughtful 7-year horizon focused on acquiring and scaling profitable businesses.

Each fund has its own profile of risk, return potential, and investment horizon, allowing investors to tailor allocations based on objectives and liquidity needs. Return targets and performance are shared with verified accredited investors.

Private debt provides income through structured lending with predictable cash flows. ADF I primarily focuses on short term home lending, with the underlying property value serving as collateral for the loan.

Private equity involves taking ownership stakes in companies, with returns driven by profits from business operations and eventual sale or recapitalization. Together, these strategies complement investor portfolios by balancing income, growth, and diversification.

Apex is ideal for high-net-worth individuals, family offices, and institutional investors who seek access to a smaller business profile than what is normally associated with private equity. Our typical investor is an entrepreneur themselves. Sometimes they want to lean in and advise, sometimes they just see how attractive ETA investing is, from a positioning and returns profile standpoint.

We emphasize disciplined underwriting, diversified strategies, and active oversight. For our debt fund, we target graded risk profiles with strong covenants and liquidity buffers. For the equity fund, we focus on established businesses with sustainable cash flows and operational upside. Detailed risk disclosures are included in our offering documents and reviewed during the investor diligence process.

Investors can contact our team directly via the Contact page. We’re happy to provide fund materials, access to slide decks, and answer specific due-diligence questions for verified accredited investors.

ETA is a structured acquisition pathway where operators — often called searchers — identify, acquire, and run a business with growth potential. Apex usually takes a minority equity position, but protects it's investment with a share class that ensures our money is returned first and minimum hurdles are met, before the Operator sees a financial return for their equity share. We believe this model ensures full commitment on the part of the Operator, and Apex is there with the Operator, helping them with leadership and key strategic direction from day one.

Return goals vary by strategy and market conditions. Our debt fund is designed to deliver attractive current income through asset-backed private lending.

The equity fund targets long-term capital appreciation over a 7-year horizon. Actual returns are not guaranteed and depend on investment performance, fund terms, and economic conditions. Return targets and performance are shared with verified accredited investors.

All investment vehicles have associated risks. We mitigate risk through diversified portfolios, strong underwriting, active oversight, and transparent reporting. The Acquisition Fund takes Preferred Equity, our money is the first out after the debt is paid off, we like our position in those deals because there is a strong incentive and the deal mechanics are such that we are paid back early. The Debt Fund is secured with priority seizure rights on real estate or business asset and we generally underwrite such that the loan value is less than the Fair Market Value of the Assets. Our target is 70% Loan Value to Asset Value, so if it's backed by real estate, the FMV would have to fall by more than 30% for our principal to be at risk. Fund documents outline these risk factors in detail, and we encourage investors to consult their financial and legal advisors before investing.