- 3575 Mt. Diablo Blvd., Suite 215 Lafayette, CA 94549
- (925) 283-8919
- 3575 Mt. Diablo Blvd., Suite 215 Lafayette, CA 94549
- (925) 283-8919
All Loans will be secured by First Position Deed of Trust (with few exceptions for subordinating debt).
Watch the video below to share a few minutes with CEO Vance Hillstrom
as he reviews the funds performance and explains
the key reasons for investing with Rubicon Mortgage Fund.
âĒ Eligible investors include individuals, individual retirement accounts (IRA), Keogh plans, trusts and other entities owned by accredited investors.
Minimum investment is $100,000.
âĒ Rubicon Mortgage Fund only accepts accredited investors to be members of the Fund.
a.) For an individual to be considered an accredited investor, he or she must have a net worth of at least $1 million US dollars, not including the value of oneâs primary residence.
b.) or have income of at least $200,000Â each year for the last two years (or $300,000 together with his or her spouse if married) and have the expectation to make the same amount this year.
c.) IRAâs, Keogh plans, trusts and other entities owned by accredited investors are also eligible.Â
d.) We will require a letter from a CPA, attorney, or licensed financial planner stating that the investor meets these requirements.
View our most recent Audit listed on the top right under Financial Audits.
Download our Investor Questionnaire and other forms. Contact us to request additional information.âI have been an investor in Rubicon Mortgage Fund since its inception and have been very pleased with my overall return but perhaps just as important, I have been impressed with the transparency they have had relative to their loan performance, return expectations and investor communications.â
Via mortgage brokers, direct borrowers, banks, attorneys, developers.
Commonly, no one loan will represent more than 15% of The Fund, and currently The Fund has a diversified pool of real estate loans (over 100).
Yes. All investors must be classified as “accredited investors” before being accepted into The Fund.
Want to get started? Download our Investor Questionnaire and other forms.
Investor Walkthrough Video:
How to fill out Investor Questionnaire and Subscription Agreement.
Contact us to request additional information. or please use this
Investor Inquiry Form.
RUBICON MORTGAGE FUND
INVESTOR GROWTH CHART *
March 1, 2008 – PRESENT
* This is an actual Rubicon Mortgage Fund, LLC account. This investment has been compounded without monthly withdrawals. This table represents past returns and does not guaranty future returns.
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”
– Robert G. Allen