Fund Overview

Winkler Apex Fund, LP — our flagship investment partnership

Trading Strategy

Winkler Apex trades liquid US equities and options using price action, profiting in trending and ranging markets alike, uncorrelated to the S&P 500.

For HNWIs, UHNWIs, & Family Offices

  • Real diversification, not another beta bet. Trend-following returns with low correlation to the S&P and your existing equity book.
  • Give up the busywork, not the upside. No stock-picking, no tax-loss harvesting, no derivatives to manage yourself.
  • Discreet market access for professionals under trading restrictions (Finance, Legal, Politics) who can’t actively manage their own accounts.

Avoid S&P Asset Bubble & The Next Lost Decade. Explore our strategy

Quick Specs

Fund Name Winkler Apex Fund, LP
Structure Delaware LP
Designation 3(c)(1) Private Fund, 506(c)
Manager Winkler Capital GP, LLC
Fund AUM $1.06M*
Target AUM 2027 $3M
Management Fee 0%
Performance Fee (tiered by AUM) 15–25%
High Water Mark Quarterly
Lock-up None
Minimum $100K–$250K
Liquidity (30-day notice) Monthly

*Committed AUM includes signed LOIs and capital planned for onboarding by end of 2026.

Trading Strategy

Price action across trending and ranging regimes

Trending

Price is making continuous new lows or highs, then consolidates before continuation. Multiple entry/exit points to ride the trend with clear profit and loss zones.

Price Time Channel resistance Channel support 1 1 2 2 3 3 Sell-off Sell-off

Ranging

Price is stuck between defined levels, which also act as clear entry and exit points.

Price Time Resistance Support 1 1 2 2 Buy low Sell high
Buy Sell Short Cover

Illustrative schematic. Not a specific security.

For real trade examples, contact us for our pitch deck.

Trading Process

A repeated cycle from idea to exit

  1. Identify

    Proprietary scanner (built over 7 years), news, and whale flow—ideally micro catalyst + macro theme.

  2. Watchlist

    Roughly 50 high-liquidity names reviewed daily for clear price-action setups.

  3. Monitor

    Review 4H, daily, and weekly charts each morning. Daily leads; hold days to months.

  4. Size

    Sized by setup quality. Higher expected value → larger size, within risk ceilings.

  5. Exits

    Pre-set targets and stops unless a thesis breaker appears.

Repeated from pre-market to noon and again after hours.

Trading Risk Management

Hard ceilings on trade risk, concentration, borrow, and cash

5%

Max Trade Risk

Starts at 0.5% NAV; scales with expected value up to 5% for exceptional A+ setups. Measured to the predefined stop.

20%

Max Symbol Exposure

All stock and option exposure to one issuer (delta-adjusted) may not exceed 20% of NAV—a hard ceiling, not a target.

25%

Max Cash Borrowed

IBKR borrowing capped at 25% of Fund NAV (($250K per $1M).

100%

Cash Permitted

We never force capital into marginal setups. Up to 100% cash is allowed; idle balances earn near Fed Funds at the broker.

Limited Partner Terms

Best-in-class alignment—we only earn when you earn

Feature Typical Hedge Fund Winkler Apex Fund
Management Fee 2% 0%
Performance Fee 20% 15–25%
High Water Mark Often none Quarterly
Lock-up Period 1–3 years None
Liquidity Quarterly / annual Monthly (30 days’ notice)
Minimum Investment $250K–$1M+ $100K–$250K
Prime Broker Varies Interactive Brokers
Independent Admin Sometimes NAV Consulting

High Water Mark: we only earn performance fees on new profits above the previous peak.

Performance Fee Tiers

Larger commitments = lower fees. Class A (Founder’s) is closed.

Individual LP Investment Amount Class B (Standard) Class C (Growth)
$100,000 – $249,999 25% Not available
$250,000 – $499,999 23% 25%
$500,000 – $999,999 22% 23%
$1,000,000 – $2,499,999 20% 20%
$2,500,000 – $4,999,999 18% 18%
$5,000,000 – $9,999,999 17% 17%
$10,000,000+ 15% 15%
Total Fund AUM Threshold $1M – $10M $10M+

0% management fee—we only collect fees on performance. Tier updates apply going forward for the new quarter when an LP reaches a higher commitment band.

Team & Infrastructure

Aligned principals and institutional service providers

Alex Winkler

Alex Winkler

Founder & Chief Investment Officer

  • CFO & CTO experience since 2013
  • Professional trader since 2018
  • Founder of TradeJournal.co (12,000+ users)
Heiko Winkler

Heiko Winkler

Key Principal & Systems Architect

  • Operations & business continuity
  • Multi-decade entrepreneurial experience
  • 160,000+ YouTube subscribers

Both partners have a significant amount of their net worth invested in the fund. Full bios on About.

Service Providers

NAV Consulting

Fund administrator

Interactive Brokers

Prime broker & custodian

Fund Launch

Incubator & advisors

Logan Law Office

Legal counsel

Allan Brachman CPA

Auditor

Partner With Us

Seeking accredited investors who value disciplined capital stewardship. Contact us to discuss alignment with Winkler Apex Fund.

Disclaimer: The information on this page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Winkler Apex Fund, LP is available only to accredited investors. Investing involves substantial risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should carefully review the Private Placement Memorandum, Limited Partnership Agreement, and Subscription Documents and consult their financial, legal, and tax advisors.