Fund Investment

Invest With
Rubicon

18+
Years Managing the Fund
300+
Investors
>$150M
Assets Under Management
1st
Position Only
Why Invest With Rubicon

First-position loans, secured by California real estate.

Rubicon Mortgage Fund, LLC manages a diversified pool of short-term commercial real estate loans, all secured by California real estate in first position. The fund has been managed by the same in-house team since 2008.

Membership in the fund is offered only to qualified investors who meet certain minimum income and net worth standards. Our investors include individuals, trusts, self-directed IRAs, and family offices. To find out whether the fund may be a fit, give us a call.

Rubicon Mortgage Fund, LLC converted to a real estate investment trust (REIT) effective January 1, 2026. Depending on an investor's circumstances, a REIT structure can carry federal tax advantages. We are glad to walk through the details with qualified investors and their tax advisors.

Open to qualified investors only
Diversified loan portfolio
Secured by CA real estate
First position liens only, max 65% LTV
Monthly reporting on funded transactions
Managed by experienced team since 2008
Licensed under California Financing Law
Rubicon Mortgage Fund — California real estate

Investors must meet certain minimum income and/or net worth standards to qualify. This page is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any security. Any offer is made solely by means of the fund's offering documents, which should be read in their entirety. Past performance is not a guarantee of future results.

Interested in investing with Rubicon?

Rubicon Mortgage Fund, LLC has managed a portfolio of first-position loans secured by California real estate since 2008. Fund membership is offered only to qualified investors.

(925) 283-8919