Expert Private Fund Management Services

Private fund managers oversee the strategy, acquisition, financing, asset management, and reporting for pooled investment vehicles. At The CEO Fund, the management team focuses on acquiring and managing real estate-backed mortgage assets, including performing mortgage notes and related opportunities. Their role includes due diligence, portfolio diversification, investor communication, quarterly distributions, and aligning fund decisions with long-term passive income goals for accredited investors.

The CEO Fund primarily serves accredited investors, including high-net-worth individuals, institutional investors, self-directed IRA and 401(k) investors, real estate investors, CFOs, hedge fund managers, and passive income seekers. Accredited investors generally meet income or net worth thresholds under securities regulations, such as $200,000 annual individual income, $300,000 with a spouse, or $1 million net worth excluding a primary residence.

The fund invests in carefully selected Grade A–C mortgage notes backed by real estate collateral. These may include assets tied to multifamily properties, single-family homes, mobile home parks, commercial properties, and real estate tax liens. The CEO Fund also participates in larger real estate syndications and selected lending opportunities, creating diversification across property types, locations, and investment structures.

Investors start by signing up and reviewing fund documents, then scheduling a call with the fund management team to discuss goals, suitability, and available opportunities. Once onboarding is complete, investors can fund their investment and begin receiving cash distributions based on the fund’s structure. The process is designed to be organized, educational, and transparent before capital is committed.

The CEO Fund offers a dedicated strategy for investors using self-directed IRA and 401(k) retirement funds. Through appropriate custodial structures, qualified investors may convert retirement capital into passive, tax-advantaged exposure to mortgage note income. This can provide real estate-backed diversification without direct property ownership, though investors should consult tax and retirement account professionals before making decisions.

The CEO Fund emphasizes passive income through mortgage notes, where investors can benefit from monthly mortgage payment streams without managing tenants, repairs, or property operations. The fund’s positioning highlights the elimination of the “3 T’s”: Tenants, Toilets, and Tiles. Investors receive professional asset management, diversified exposure, and periodic distributions while the management team handles acquisitions and portfolio oversight.

The CEO Fund manages risk through real estate-backed collateral, portfolio diversification, professional due diligence, and acquisition experience across 50+ states. The team targets mortgage notes and related assets across different property types and geographic markets. While all private investments involve risk and are not guaranteed, the fund’s strategy seeks stronger risk-adjusted returns than traditional fixed-income alternatives.

The CEO Fund has a 10+ year track record, 500+ total loans purchased, and leadership with deep real estate and finance experience. Carlo Turner is a Certified Note Investing Specialist with more than 15 years in corporate finance, while Patrick Franz and Desi Arnez bring extensive capital raising, investor relations, real estate investing, and development experience to the fund’s management strategy.