AltMountain

Capstone Phi Kappa Fund Ltd.

George Town, Grand Cayman, Cayman Islands · CIK 1759086 · Managed by Capstone Investment Advisors, LLC
Offshore

Capstone Phi Kappa Fund Ltd. is a hedge fund based in George Town, Grand Cayman, Cayman Islands. According to its most recent Form D, filed May 21, 2026, the fund has sold $210,402,691 of interests to 1 investor since its first sale in Sep 2018. 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 Capstone Investment Advisors, LLC; Robert Kolodziej; Boris Onefater.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Capstone Investment Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +7.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +55.9% (S&P 500: +37.2%).

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
$210,402,691Cumulative sales reported on Form D
Investors
1
First sale
Sep 19, 2018
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
Capstone Investment Advisors, LLC; Robert Kolodziej; Boris Onefater
Latest Form D
May 21, 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 Capstone Phi Kappa Fund Ltd.

What is the minimum investment for Capstone Phi Kappa Fund Ltd.?

According to its latest Form D, filed May 21, 2026, the minimum investment Capstone Phi Kappa Fund Ltd. accepts from an outside investor is $100,000.

Who can invest in Capstone Phi Kappa Fund Ltd.?

Capstone Phi Kappa Fund Ltd. 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 Capstone Phi Kappa Fund Ltd. raised?

Capstone Phi Kappa Fund Ltd. reports $210,402,691 sold from 1 investor on its Form D filed May 21, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Capstone Phi Kappa Fund Ltd. based?

Capstone Phi Kappa Fund Ltd. is based in George Town, Grand Cayman, Cayman Islands and is managed by Capstone Investment Advisors, LLC.

When did Capstone Phi Kappa Fund Ltd. launch?

Capstone Phi Kappa Fund Ltd. reports its first sale in Sep 2018.

Size compared with every hedge fund

Raised more than 62% of the 2,363 hedge funds based in Cayman Islands, and more than 70% of all 10,308 that report sales.

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