NIKOLS MORTGAGE FUND, LLC — Form D

NIKOLS MORTGAGE FUND, LLC of NEWPORT BEACH, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2010-03-23. The offering totals $100.0M, of which $30.1M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2010-03-23
Form: D
Accession: 0001487021-10-000002
Industry: Pooled Investment Fund
Exemptions: 06
Total offering: $100.0M
Amount sold: $30.1M
Remaining: $69.9M
Minimum investment: $50K
Investors: 20
Date of first sale: 2010-03-15
Security types: fund interests
SEC file number: 021-139874

Issuer

Name: NIKOLS MORTGAGE FUND, LLC
CIK: 0001487021
Entity type: Limited Liability Company
Jurisdiction: CALIFORNIA
Incorporated: 2007
Address: 4675 MACARTHUR COURT, NEWPORT BEACH, CA, 92660
Phone: 949-474-8488

Officers, directors & promoters (6)

Name	Role	Location
Carrie Nikols	Director	Newport Beach, CA
Carrie Nikols	Executive Officer	Newport Beach, CA
Carrie Nikols	Promoter	Newport Beach, CA
Donald Nikols	Director	Newport Beach, CA
Donald Nikols	Executive Officer	Newport Beach, CA
Donald Nikols	Promoter	Newport Beach, CA

Other filings by this issuer (14)

Filed	Form	Offering	Sold
2025-08-25	D/A	$200.0M	$155.5M
2024-08-28	D	$200.0M	$137.6M
2023-02-28	D	$200.0M	$121.7M
2022-03-16	D	$200.0M	$115.8M
2021-03-04	D/A	$100.0M	$91.1M
2020-03-11	D	$100.0M	$72.7M
2019-03-08	D/A	$100.0M	$61.4M
2018-05-15	D	$100.0M	$63.9M
2017-05-05	D	$100.0M	$58.3M
2016-05-12	D/A	$100.0M	$43.9M
2015-05-14	D/A	$100.0M	$48.4M
2014-05-23	D/A	$100.0M	$35.2M
2013-10-29	D/A	$100.0M	$3.7M
2011-03-11	D	$100.0M	$3.1M

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