Eppler Capital Funds was founded in March 2023 by Craig Eppler in Philadelphia, PA. While working as a Senior Portfolio Manager in the investment advisory space, Craig identified a significant unmet need among retirees, pre-retirees, and other investors seeking reliable solutions for generating consistent income in traditional markets. Drawing on his successful personal experience investing in private markets and real estate, Craig envisioned combining these two areas with a new offering.

This vision led to the creation of the firm’s flagship Promissory Note Fund, which provides investors with a fixed return, paid monthly, over a customizable term. The fund quickly gained traction, addressing the critical need for dependable income that many investors sought.

In the first couple of years since operation, Craig received numerous inquiries from clients and other connections about the possibility of participating on the equity side of the deals he analyzed. Responding to this demand, Craig launched the firm’s first equity offering in January 2025: a music royalty deal set to close in March 2025. Guided by the same principles of consistency and reliability, this fund offers investors ongoing cash flow with the potential for significant upside at the end of the term.

This dual-model approach has set the foundation for the future of Eppler Capital Funds. The firm remains committed to its flagship Promissory Note Fund, while also offering timely alternative investments designed to capitalize on opportunities in specific sectors. Eppler Capital Funds aimes to be your trusted partner for unique, alternative investments that deliver strong, long-term returns.