Investment Offerings

Promissory Note Fund

Eppler Capital Funds offers an investment opportunity through promissory notes, targeting accredited and institutional investors. These notes are private credit investments, providing fixed-income returns over specified terms. The firm focuses on sectors with strong cash flow opportunities, aiming to deliver higher yields with lower overall risk compared to traditional equity investments, utilizing a structured debt approach to generate stable and predictable returns.

  • High-Yield Returns: Investors can choose from note terms of 3 to 7 years, with interest rates ranging from 7% to 9%, depending on the investment amount. A $10,000+ investment yields a 7% return, a $50,000+ investments yields a 8% return, and a $100,000+ investment yields a 9% return. Interest is paid monthly via direct deposit.

  • Regular Monthly Income: The structure provides a consistent income stream, beneficial for retirement or other living expenses. The promised rates remain fixed throughout the investment term.

  • IRA Compatibility: Investors can utilize self-directed traditional or Roth IRAs to invest, potentially enhancing their retirement portfolios. Eppler Capital Funds assists with the necessary paperwork through affiliated custodian companies.

  • No Market Volatility: Unlike publicly traded assets, promissory notes are not subject to market fluctuations, ensuring predictable income.

  • Diversification: Promissory notes offer an alternative to traditional investments like stocks and bonds, helping to diversify an investment portfolio. Since these holdings are not publicly traded, their values do not fluctuate in the short term, reducing volatility.

  • Attractive Returns: With interest rates outpacing many current fixed-income holdings and rivaling stock returns, these notes provide an opportunity for higher income with a fixed return.

  • Client-Friendly Structure: There are no upfront commissions or management fees. The firm earns only if investors are fully paid, aligning their interests with those of the investors.

Investing in Eppler Capital’s Promissory Note Fund provides a unique opportunity for accredited investors to earn high-yield fixed returns, diversify their portfolios, and generate reliable passive income with minimal market exposure.

Music Royalties Fund

Eppler Capital Funds has partnered with Elevate Music to offer investors the opportunity to invest in a diversified portfolio of music royalties. The fund aims to acquire musical assets across various songs, artists, and genres, targeting a total fund size of $150 million. The management team comprises professionals experienced in underwriting royalty assets. Since 2022, they have built a $130 million portfolio consisting of over 3,000 tracks with 75+ RIAA certifications.

  • Targeted Net IRRs: The fund aims for net internal rates of return (IRRs) exceeding 20%.

  • Current Yield: Investors can expect an immediate annual yield of 7-10%, distributed semi-annually.

  • Tax Advantages: The returns are tax-advantaged and uncorrelated to traditional markets, providing a hedge against market volatility.

  • Downside Protection: Music royalties offer predictable cash flows, with payments that are contractually protected and perpetual in nature.

  • Aggregation Premium: By aggregating diversified portfolios, the fund positions itself to sell to larger catalog buyers at higher multiples, enhancing potential returns.

  • Fragmented Market with Information Asymmetry: The music royalties market is fragmented, with significant information asymmetry. Elevate Music’s proprietary sourcing allows access to off-market deals at attractive multiples, providing a competitive edge.

  • Growth in Streaming: The increasing popularity of music streaming services contributes to predictable and easily collectible income streams, enhancing the stability of returns.

  • Experienced Management Team: The team’s deep industry relationships and track record of successful investments in musical assets provide confidence in their ability to identify and capitalize on lucrative opportunities.

  • Proven Performance: Previous funds (I-III) have issued distributions averaging 22.94%, demonstrating the effectiveness of the fund’s strategy and execution.

Investing in the Music Royalties Fund offers exposure to the growing music royalties market, with the potential for attractive, uncorrelated returns underpinned by a disciplined, process-driven approach to asset acquisition and management.