Form D · Other Investment Fund
NIKOLS MORTGAGE FUND, LLC
Newport Beach, CA · CIK 0001487021
Offering snapshot reported Aug 25, 2025 · SEC filing
- Reported sold
- $156M Offering amount: $200M
- Investors reported
- 261 Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Mar 15, 2010 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 25, 2025 | Amendment | $155,538,570 | No comparison | 261 | SEC filing |
| Aug 28, 2024 | Initial | $137,630,518 | No comparison | 228 | SEC filing |
| Feb 28, 2023 | Initial | $121,718,202 | No comparison | 228 | SEC filing |
| Mar 16, 2022 | Initial | $115,750,739 | No comparison | 227 | SEC filing |
| Mar 4, 2021 | Amendment | $91,140,351 | $18,424,184vs Mar 11, 2020 | 199 | SEC filing |
| Mar 11, 2020 | Initial | $72,716,167 | No comparison | 182 | SEC filing |
| Mar 8, 2019 | Amendment | $61,426,263 | $3,087,222vs May 5, 2017 | 161 | SEC filing |
| May 15, 2018 | Initial | $63,905,264 | No comparison | 161 | SEC filing |
| May 5, 2017 | Initial | $58,339,041 | No comparison | 153 | SEC filing |
| May 12, 2016 | Amendment | $43,895,033 | $8,699,809vs May 23, 2014 | 155 | SEC filing |
| May 14, 2015 | Amendment | $48,401,870 | $13,206,646vs May 23, 2014 | 140 | SEC filing |
| May 23, 2014 | Amendment | $35,195,224 | $31,462,203vs Oct 29, 2013 | 20 | SEC filing |
| Oct 29, 2013 | Amendment | $3,733,021 | $661,837vs Mar 11, 2011 | 20 | SEC filing |
| Mar 11, 2011 | Initial | $3,071,184 | No comparison | 20 | SEC filing |
| Mar 23, 2010 | Initial | $30,071,184 | No comparison | 20 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-522696
Source: Form D, filed Aug 25, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Donald Nikols | Director, Executive, Promoter |
| Carrie Nikols | Director, Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
4675 Macarthur Court Suite 500
Newport Beach, CA, 92660
Newport Beach, CA, 92660