Data / Form D filings / NIKOLS MORTGAGE FUND, LLC
NIKOLS MORTGAGE FUND, LLC: Form D filings
NIKOLS MORTGAGE FUND, LLC, a real estate finance company in Newport Beach, CA, filed 15 Form D notices with the SEC between 2010 and 2025. The latest, on August 25, 2025, reports $155.5 million sold of a $200 million offering to 261 investors.
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Company details from the filing
- Address
- 4675 MACARTHUR COURT, SUITE 500, Newport Beach, CA, 92660
- Phone
- (949) 474-8488
- Industry
- REITS and Finance
- Entity type
- Limited Liability Company
- Incorporated in
- California
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1487021
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 25, 2025 | Amendment | $200,000,000 | $155,538,570 | $44,461,430 | 261 | Mar 15, 2010 | sec.gov |
| Aug 28, 2024 | New notice | $200,000,000 | $137,630,518 | $62,369,482 | 228 | Mar 15, 2010 | sec.gov |
| Feb 28, 2023 | New notice | $200,000,000 | $121,718,202 | $78,281,798 | 228 | Mar 15, 2010 | sec.gov |
| Mar 16, 2022 | New notice | $200,000,000 | $115,750,739 | $84,249,261 | 227 | Mar 15, 2010 | sec.gov |
| Mar 4, 2021 | Amendment | $100,000,000 | $91,140,351 | $8,859,649 | 199 | Mar 15, 2010 | sec.gov |
| Mar 11, 2020 | New notice | $100,000,000 | $72,716,167 | $27,283,833 | 182 | Mar 15, 2010 | sec.gov |
| Mar 8, 2019 | Amendment | $100,000,000 | $61,426,263 | $38,573,737 | 161 | Mar 15, 2010 | sec.gov |
| May 15, 2018 | New notice | $100,000,000 | $63,905,264 | $36,094,736 | 161 | Mar 15, 2010 | sec.gov |
| May 5, 2017 | New notice | $100,000,000 | $58,339,041 | $41,660,959 | 153 | Mar 15, 2010 | sec.gov |
| May 12, 2016 | Amendment | $100,000,000 | $43,895,033 | $56,104,967 | 155 | Mar 15, 2010 | sec.gov |
| May 14, 2015 | Amendment | $100,000,000 | $48,401,870 | $51,598,130 | 140 | Mar 15, 2010 | sec.gov |
| May 23, 2014 | Amendment | $100,000,000 | $35,195,224 | $64,804,776 | 20 | Mar 15, 2010 | sec.gov |
| Oct 29, 2013 | Amendment | $100,000,000 | $3,733,021 | $96,266,979 | 20 | Mar 15, 2010 | sec.gov |
| Mar 11, 2011 | New notice | $100,000,000 | $3,071,184 | $96,928,816 | 20 | Mar 15, 2010 | sec.gov |
| Mar 23, 2010 | New notice | $100,000,000 | $30,071,184 | $69,928,816 | 20 | Mar 15, 2010 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Donald Nikols | Executive Officer, Director, Promoter |
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Every Form D from the week of Aug 25, 2025 · All recent filings in California · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what NIKOLS MORTGAGE FUND, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.