The Fund has been achieving annualized net returns of above 8% since formation in 2015. Returns are earned from interest and fees paid from borrowers.

The Fund is an attractive investment opportunity for those looking to achieve a high, risk-adjusted return all while having the flexibility to liquidate their investment after 12 months. All loans made by the Fund are guaranteed by the borrowers. The Fund is limited to 100 investors and the minimum investment is $100,000. Current average investment per investor is $1 million.

Income Fund Highlights


  • Minimum investment: $100,000
  • Earns a fixed annualized return
  • Interest paid quarterly
  • No minimum holding period
  • No fees to participants
  • Loan amount can be increased at any time, subject to Manager approval
  • 100% backed by a line of credit from a national bank