# 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 2011-03-11. The offering totals $100.0M, of which $3.1M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2011-03-11
- Form: D
- Accession: 0001487021-11-000003
- Industry: Pooled Investment Fund
- Exemptions: 06
- Total offering: $100.0M
- Amount sold: $3.1M
- Remaining: $96.9M
- Minimum investment: $50K
- Investors: 20
- Date of first sale: 2010-03-15
- Security types: fund interests
- Revenue range: $1,000,001 - $5,000,000
- SEC file number: 021-156538

## 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 |
| --- | --- | --- |
| Donald Nikols | Director | Newport Beach, CA |
| Donald Nikols | Executive Officer | Newport Beach, CA |
| Donald Nikols | Promoter | Newport Beach, CA |
| Carrie Nikols | Director | Newport Beach, CA |
| Carrie Nikols | Executive Officer | Newport Beach, CA |
| Carrie Nikols | Promoter | Newport Beach, CA |

## Other filings by this issuer (14)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-08-25](https://search.stillhousedata.com/formd/0001487021-25-000003) | D/A | $200.0M | $155.5M |
| [2024-08-28](https://search.stillhousedata.com/formd/0001487021-24-000001) | D | $200.0M | $137.6M |
| [2023-02-28](https://search.stillhousedata.com/formd/0001487021-23-000001) | D | $200.0M | $121.7M |
| [2022-03-16](https://search.stillhousedata.com/formd/0001487021-22-000001) | D | $200.0M | $115.8M |
| [2021-03-04](https://search.stillhousedata.com/formd/0001487021-21-000001) | D/A | $100.0M | $91.1M |
| [2020-03-11](https://search.stillhousedata.com/formd/0001487021-20-000001) | D | $100.0M | $72.7M |
| [2019-03-08](https://search.stillhousedata.com/formd/0001487021-19-000001) | D/A | $100.0M | $61.4M |
| [2018-05-15](https://search.stillhousedata.com/formd/0001487021-18-000001) | D | $100.0M | $63.9M |
| [2017-05-05](https://search.stillhousedata.com/formd/0001487021-17-000001) | D | $100.0M | $58.3M |
| [2016-05-12](https://search.stillhousedata.com/formd/0001487021-16-000003) | D/A | $100.0M | $43.9M |
| [2015-05-14](https://search.stillhousedata.com/formd/0001487021-15-000002) | D/A | $100.0M | $48.4M |
| [2014-05-23](https://search.stillhousedata.com/formd/0001487021-14-000001) | D/A | $100.0M | $35.2M |
| [2013-10-29](https://search.stillhousedata.com/formd/0001487021-13-000002) | D/A | $100.0M | $3.7M |
| [2010-03-23](https://search.stillhousedata.com/formd/0001487021-10-000002) | D | $100.0M | $30.1M |

## More

- [CIK 1487021 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1487021&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001487021-11-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.