Strategic Private Assets Funds for Investors

Access professionally managed Private Assets Funds designed for accredited investors seeking passive income backed by tangible real estate collateral. The CEO Fund helps investors participate in mortgage notes, real estate syndications, IRA strategies, and diversified private opportunities without the day-to-day burdens of property ownership, creating a clearer path toward reliable cash flow and long-term wealth building.

Private assets fund investment strategy meeting

Our Private Assets Funds Services

Explore private asset strategies built around mortgage notes, syndications, retirement accounts, and investor education.

Mortgage Fund Investing

Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, designed to generate consistent cash flow without direct property management.

401(k) IRA Strategy

Use eligible self-directed IRA or 401(k) funds to pursue passive, tax-advantaged mortgage note income through a dedicated retirement investment strategy.

Real Estate Syndications

Participate in larger real estate development opportunities, including construction syndications such as the $20M Florida SUNRISE Project with homes, marina, and golf course.

Investor Onboarding

Follow a structured path from document review to fund management consultation, investment completion, and potential quarterly cash distributions.

Investor Education

Access educational blogs, whitepapers, and events that explain note investing, fund strategy, portfolio structure, and private real estate-backed opportunities.

Portfolio Acquisitions

Benefit from professional sourcing and acquisition of bulk mortgage note portfolios, supported by the fund’s experience purchasing 500+ loans nationwide.

Fund manager reviewing private investment documents with an investor

Our Investor Onboarding Process

Review Fund Documents

Begin by signing up and reviewing the fund documents, disclosures, strategy overview, and investor requirements. This helps you understand eligibility, investment structure, potential risks, and how The CEO Fund approaches real estate-backed private assets.

Speak With Management

Invest With Confidence

Receive Ongoing Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines disciplined acquisition, professional management, and real estate-backed investment strategy.

Certified Expertise

Led by a Certified Note Investing Specialist with deep corporate finance and mortgage note expertise.

Nationwide Reach

500+ loans purchased across 50+ states creates broad exposure and diversified real estate collateral.

Passive Income

Designed for passive income without traditional property management responsibilities or tenant-related headaches.

Diversified Assets

Portfolio includes mortgage notes, syndications, contractor loans, and multiple property-backed asset classes.

Meet The Fund Team

Experienced fund leadership with finance and real estate expertise.

Portrait of Carlo Turner, Fund Manager and Certified Note Investing Specialist at The CEO Fund

Carlo Turner

Fund Manager / Certified Note Investing Specialist

Carlo Turner serves as Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. With more than 15 years of experience in corporate finance, Carlo directly oversees the acquisition, financing, development, and delivery of the fund's assets. Prior to joining The CEO Fund, he worked as a Financier and Investment Banker specializing in Commodities, Stocks, and Bonds, consulting CFOs and hedge fund managers in securities transactions exceeding $100 billion. His deep expertise in real estate-backed investments and mortgage note acquisition has been instrumental in guiding the fund's growth strategy, helping accredited investors across the United States build consistent passive income streams backed by tangible real estate collateral.

Portrait of Patrick Franz, Vice President and Executive Fund Manager at The CEO Fund

Patrick Franz

Vice President & Executive Fund Manager

Patrick Franz serves as Vice President and Executive Fund Manager at The CEO Fund, part of the Everley Mae Capital Group. With 25 years of experience in capital raising and investor relations, Patrick guides the development of new financial alliances and manages strategic partnerships across both fundraising and asset acquisition. Over the past five years, he has specialized in the acquisition, asset management, and disposition of performing and non-performing first lien mortgage notes. Patrick is also actively involved in apartment housing development and large land development projects throughout Central and East Coast Florida. He previously co-founded ACI Legacy Group, where he served as Chief Operating Officer.

Portrait of Desi Arnez, Director, CEO, President and Senior Fund Manager at The CEO Fund

Desi Arnez

Director, CEO / President & Senior Fund Manager

Desi Arnez serves as President, Senior Fund Manager, and Director/CEO of The CEO Fund, part of Everley Mae Fund LLC. With decades of experience in real estate investing, Desi leads a nationwide network that provides accredited investors with exclusive access to high-performing real estate alternatives. He specializes in cash-flow mortgage notes, managing substantial investments in both performing and non-performing real estate notes. Desi oversees multi-family development projects in Central Florida, land entitlement transactions statewide, and spearheads the landmark $20 Million SUNRISE Construction Syndication — a transformative project set to deliver 1,000 new homes, a Marina, and a Golf Course to the Florida community.

Frequently Asked Questions

What are Private Assets Funds?

Private Assets Funds give accredited investors access to non-public investment opportunities such as mortgage notes, real estate-backed assets, syndications, and private lending strategies. The CEO Fund focuses on mortgage assets and related real estate opportunities designed to generate passive cash flow while reducing the operational responsibilities commonly associated with direct property ownership.

Who can invest in The CEO Fund?

How does mortgage note investing work?

What is the investor onboarding process?

Can I invest using a self-directed IRA or 401(k)?

How does The CEO Fund manage diversification?

What kind of income can investors expect?

Who manages the fund’s investments?

Have Questions Before Investing?

Connect with our team for clear answers before investing.

Trusted Expertise

Awards and Recognition

Certified Mortgage Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established fund history with proven operations.

500 plus loans purchased recognition badge

500+ Loans Purchased

Extensive acquisition history across U.S. markets.

Start Building Passive Income

Share your investment goals and our team will guide you through eligibility, fund documents, and next steps.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.