Nikols Mortgage Fund, LLC is a real estate fund based in Newport Beach, California. According to its most recent Form D, filed Aug 25, 2025, it has sold $155,538,570 of interests to 261 investors since its first sale in Mar 2010. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Donald Nikols.
- Total raised
- $155,538,570Cumulative sales reported on Form D
- Investors
- 261
- First sale
- Mar 15, 2010
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Donald Nikols
- Latest Form D
- Aug 25, 2025
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Nikols Mortgage Fund, LLC
What is the minimum investment for Nikols Mortgage Fund, LLC?
According to its latest Form D, filed Aug 25, 2025, the minimum investment Nikols Mortgage Fund, LLC accepts from an outside investor is $50,000.
Who can invest in Nikols Mortgage Fund, LLC?
Nikols Mortgage Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Nikols Mortgage Fund, LLC raised?
Nikols Mortgage Fund, LLC reports $155,538,570 sold from 261 investors on its Form D filed Aug 25, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Nikols Mortgage Fund, LLC based?
Nikols Mortgage Fund, LLC is based in Newport Beach, California.
When did Nikols Mortgage Fund, LLC launch?
Nikols Mortgage Fund, LLC reports its first sale in Mar 2010.
Size compared with every real estate fund
Raised more than 98% of the 1,092 real estate funds based in California, and more than 98% of all 7,351 that report sales.