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How it works

How the fund works, step by step

From accreditation verification to the first distribution, run out of our Miramar, Florida office.

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Fund capabilities

Five things the fund team runs in-house

Asset sourcing

Direct-to-seller and direct-to-borrower flow across 50+ states.

Underwriting

Every note graded on borrower, equity, and collateral.

Servicing

Payment collection, escrow, and borrower communication.

Investor distributions

Quarterly cash to unit holders, tracked on Schedule K-1.

Exit and refinance

Sell into the secondary market or restructure into a new hold.

Investor journey

From inquiry to your first distribution

1

Inquiry

Book a 30-minute call with Carlo via Calendly.

2

Accreditation verification

Submit the short verification form under Reg D 506(c).

3

Subscription

Sign the Subscription Agreement and fund the position.

4

Capital call

Funds route to the Mortgage Fund on the next close date.

5

Distribution

Quarterly distributions begin, reported on Schedule K-1.

Team of investment professionals in discussion at a modern office lobby with skyline views
Where it runs

One team in Miramar, Florida

The CEO Fund is headquartered at 3150 SW 145th Ave, Suite 401, Miramar, FL 33027, with a satellite office in Pembroke Pines. Carlo Turner, Director and Senior Fund Manager, runs The CEO Fund. Partners Patrick Franz and Desi Arnez of Everly Mae Fund work alongside him on acquisition and sourcing.

40+ combined years of real estate experience. 500+ loans purchased. 50+ states covered. All under one roof.

Fund HQ

  • 3150 SW 145th Ave, Suite 401, Miramar, FL 33027
  • Satellite office: Pembroke Pines, FL
  • Phone: (888) 508-1143
  • Email: info@investinceofund.com

What accredited investors ask about the process

Frequently asked
Most investors clear verification within 2 to 5 business days. Individuals qualify with $200,000 or more in annual income (or $300,000 jointly with a spouse) for the past two years, or a net worth above $1 million excluding a primary residence. The fund manager receives the accreditation letter directly.
After the subscription agreement is signed and funds clear, capital is allocated into the Mortgage Fund. Distributions are paid quarterly on the fund calendar; the first distribution typically lands in the quarter following the subscription date.
Acquisition, underwriting, servicing, distributions, and exit are all run in-house from the Miramar, Florida headquarters. Loans are sourced across 50+ states; the fund has purchased more than 500 loans since inception.
Carlo Turner, Director, Senior Fund Manager and Investment Specialist at The CEO Fund, is the primary contact for new investors. Partners Patrick Franz and Desi Arnez of Everly Mae Fund work with him on acquisition and sourcing.
Yes. Self-directed IRAs and Solo 401(k)s are accepted. The fund works with custodians including Inspira Financial, TD Bank, and Edward Jones. The pass-through structure keeps quarterly distributions inside the retirement wrapper.
Investors receive quarterly distribution statements, an annual K-1 for tax filing, and periodic portfolio updates covering acquisitions, resolutions, and loss experience. Fund managers are also available for one-on-one review calls on request.

Start the journey

Thirty minutes with the fund manager kicks off the process.

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