How to Invest

Straightforward access to a professionally managed private credit fund—built for wholesale investors seeking income and capital protection.

Investing in Ellerfield Private Credit Fund

The Ellerfield Private Credit Fund is open to wholesale and sophisticated investors seeking income-focused exposure to Australian real estate-backed lending. We offer a straightforward onboarding process supported by clear documentation and investor support.

Step-by-Step Investment Process

Start Your Investment Journey in 6 Simple Steps

01

Request the Information Memorandum (IM)

Review the strategy, risk profile, fees, and structure.

02

Confirm Wholesale Eligibility

Provide a valid accountant’s certificate or alternate proof under s708/s761G.

03

Complete the Application Form

Submit your details, investment amount, and payment instructions.

04

Submit KYC/AML Documents

Include ID, entity structure info (if applicable), and beneficial ownership.

05

Transfer Funds

Wire your investment to the trustee-designated account.

06

Receive Confirmation

Units confirmed + secure portal access granted within 5–10 business days.

Eligibility Requirements

To invest in the Ellerfield Private Credit Fund, investors must meet the wholesale investor definition under Australian law. This includes:

High-net-worth individual

Net assets of $2.5 million or gross income of $250,000 (verified by a qualified accountant)

Professional investor

AFS licensee, fund manager, superannuation fund, etc.

Qualifying entities

Trusts, SMSFs, or companies that meet the wholesale threshold criteria

Need help confirming your eligibility?

Subscriptions, Redemptions & Fund Access

Minimum Investment: $250,000
Subscription Frequency: Monthly
Redemption Windows: Quarterly (March, June, Sept, Dec)
Lock-In Period: 12 months
Notice Period: 30 days prior to quarter-end
Portal Access: Secure investor dashboard for tracking and reporting