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 2024-08-28. The offering totals $200.0M, of which $137.6M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2024-08-28
Form: D
Accession: 0001487021-24-000001
Industry: Pooled Investment Fund
Exemptions: 06c
Total offering: $200.0M
Amount sold: $137.6M
Remaining: $62.4M
Minimum investment: $25K
Investors: 228
Date of first sale: 2010-03-15
Security types: fund interests
SEC file number: 021-522696

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	D/A	$200.0M	$155.5M
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
2010-03-23	D	$100.0M	$30.1M

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