Secure & consistent returns, through innovative investment solutions.
Discover unique opportunities designed to deliver dependable income and diversify your portfolio with confidence — sourced from top-tier operators of real assets and recession-resistant businesses across the United States.
Distributions
Paid Monthly
Target Yield
8 – 10%
Focus
Real Assets · Cash-Flowing Businesses
Investment Approach
The Strategy.
At Eppler Capital Funds, we focus on partnering with top-tier operators of real assets and recession-resistant, cash-flowing businesses through exclusive private offerings across the United States. Our disciplined methodology emphasizes three governing principles.
Rigorous Due Diligence
We conduct a comprehensive analysis of every investment and operator to ensure alignment with our standards of excellence and long-term sustainability.
Strategic Diversification
By spreading investments across sectors and geographies, we create a resilient portfolio designed to weather economic cycles and mitigate risk.
Conservative Principles
We focus on capital preservation through prudent investment strategies, ensuring security and reliability for our investors.
About the Firm
About Eppler Capital Funds.
Disciplined income solutions built on trust and consistency.
An income-focused alternative investment firm designed to support investors seeking predictable monthly distributions and capital preservation. We emphasize consistency over volatility, discipline over speculation, and transparency in every investor relationship.
Statement of Purpose
Our Mission.
Eppler Capital Funds’ mission is to provide secure and consistent income through innovative investment solutions. By offering unique opportunities for dependable returns, we aim to be a trusted partner in building resilience and growth across your portfolio.
Guiding Values
Our Values.
The convictions that govern how we operate — with our investors, our operators, and one another.
Client First
Eppler Capital Funds was founded to address a need we saw in the traditional investment marketplace: the need for predictable, consistent returns. Our client-first mentality prioritizes our clients’ needs and objectives above all else.
Long-Term Relationships
We prioritize building trust and communicating with our clients through a collaborative relationship. We inform proactively and respond quickly because we want you to be informed and feel confident about your investment.
Integrity
We conduct our business dealings honestly, transparently, and ethically, and our investments are made with the utmost care and diligence. If a problem arises, we work to address it — directly and without delay.
Investor Profiles
Investors we commonly support.
We understand that every portfolio — and every reason for building one — is different. Our goal is to meet you where you are, provide clarity, and create a solution that fits your life and goals.
Pre-Retirees Planning Income Transition
For those preparing to replace earned income with reliable monthly distributions from private-market strategies.
Retirees Focused on Income Stability
Support for maintaining consistent distributions while protecting principal against inflation and market volatility.
Investors Seeking Diversification Beyond Markets
Guidance for reducing reliance on traditional stock and bond exposure through disciplined access to private assets.
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Begin the Conversation
Get a complimentary portfolio review.
A thoughtful review of your portfolio, built around your income goals — private, confidential, and without obligation. Roughly forty minutes with one of our principals.
Available to accredited investors only.
Our approach enables us to deliver innovative, secure, and consistent income solutions while building lasting trust with our partners.
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View ArticleFrequently Asked Questions
Eppler Capital Funds is designed for accredited investors who are focused on consistent income and a disciplined approach to investing. An accredited investor generally meets certain income or net worth thresholds, typically annual income exceeding $200,000 ($300,000 for married couples), or a net worth over $1 million excluding a primary residence. Many investors qualify without realizing it. The investors we work with are typically focused on generating reliable cash flow with an emphasis on capital preservation, often as a complement to or outside of traditional market exposure.
Our flagship Promissory Note Fund is offered for accredited and institutional investors. These notes are private credit investments that provide fixed returns of 8–10% over 3–7 year terms, with monthly interest payments. The offering is IRA-compatible, has no upfront fees, and can add diversity to your investment portfolio.
Read more about our current offerings here.
Our approach is built around cash-flowing assets and private credit, with a consistent emphasis on discipline and selectivity. We prioritize income generation and capital preservation over speculative or high-volatility strategies, ensuring that investors begin earning interest right away, with cash flow starting from day one.
Each investment is customizable in its structure, allowing for flexibility in terms to fit individual needs, whether that means shorter or longer time horizons or tailored timing for capital gains. Every opportunity is evaluated through a structured underwriting process designed to assess both income potential and downside risk.
Risk management is central to everything we do. Our process begins with careful underwriting and disciplined selection of experienced operators. We further mitigate risk through diversification across asset types and geographies.
Every investment we make is backed by a tangible hard asset, such as real estate or equipment, providing an additional layer of security. In addition, Eppler Capital Funds maintains a first lien position on every investment. We structure each investment with stability in mind, deliberately avoiding unnecessary exposure to volatility.
Income-focused investing prioritizes regular cash distributions rather than relying solely on long-term appreciation. Many of our investors are looking for investments designed to generate consistent monthly income, particularly as they approach or enter retirement.
Our model is designed to be fully passive. Investors receive regular reporting and updates, but have no involvement in the day-to-day management or operational decisions of the underlying investments.
We partner with experienced operators and evaluate every opportunity against four core criteria: cash flow potential, asset quality, downside protection, and alignment with our investment philosophy. We take a selective, disciplined approach, most opportunities don’t make the cut.
We are focused on building lasting relationships with investors through consistency, transparency, and disciplined execution. Our goal is to be a trusted partner across multiple investment opportunities over time, not simply a one-time transaction.
Clear, consistent communication is a priority. Investors receive regular updates and performance reporting, along with direct access to our team as questions arise or opportunities evolve.
Private investments are often used to complement a traditional portfolio. For many investors, the goal is to build additional income streams and reduce dependence on public market performance, particularly during periods of volatility or uncertainty.
The first step is a conversation. We take the time to understand your goals, your investment experience, and what you’re looking to achieve. From there, we’ll determine whether there’s a fit and walk you through potential next steps. Get in touch here, we look forward to connecting with you!