D&G Financial GroupInvestor Access
D&G Financial Group
SEC Approved · 506-C Reg-D · Evergreen

Capital That
Never Stops
Working.

A diversified open-end evergreen fund for accredited investors who demand more than a single bet. One vehicle — continuously compounding.

Accredited Investors Only
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Real EstateCannabisWeb3 & BlockchainFintechPrivate CreditNashvilleSarasotaTampaCharlotteRaleighReal EstateCannabisWeb3 & BlockchainFintechPrivate CreditNashvilleSarasotaTampaCharlotteRaleigh
10%
Preferred Annual Return
Paid first — before any promote
80/20
Investor / Fund Split
After preferred return hurdle
$250K
Minimum Investment
One membership unit
15–20%
Target Gross IRR
Historical manager avg: 24%
About The Fund

Built For Investors Who Want More Than One Bet.

Traditional private equity locks you into a single deal with a fixed end date. You wait. You hope. You exit when the manager says so. D&G Financial Group breaks that model — entirely.

As an open-end evergreen fund, your capital is continuously deployed across a diversified portfolio and your profits compound indefinitely. No forced liquidation. No waiting for a close. Your money works from day one.

No Forced Exit
Open-end structure. No artificial liquidation timeline.
1099 — Not K-1
Simple tax treatment. No K-1 complexity at year end.
Investor First
Your 10% preferred return before we take a dollar.
Global Access
FIRPTA compliant — open to foreign investors.
Understanding the Structure

Three Things Every Investor Needs To Understand First.

Most accredited investors have never encountered a fund structured this way. These three concepts explain what makes this vehicle fundamentally different.

See Full Fund Terms & Details →
01
What is 506-C?

An SEC exemption allowing funds to publicly solicit investment — but only from verified Accredited Investors. Fully registered and compliant. You are protected by federal securities law.

02
What is Evergreen?

Traditional funds die on a schedule. Evergreen funds don't. Capital is continuously deployed, profits reinvested, and the fund grows without a forced liquidation event.

03
The 24-Month Lock-Up

Your initial capital commits for 24 months. After that, periodic liquidity options open at manager's discretion. In return, you access institutional-grade opportunities unavailable to public markets.

200+
Years Combined Experience
8
Core Team Members
490+
Builds Completed
10
Languages Spoken
20+
Yrs Private Banking
The Team

The Team Behind Every Decision.

From Nashville's most prolific developer to Wall Street capital markets veterans — every member of this team has built, raised, or deployed capital at scale.

Development & Real Estate
Construction & DevelopmentOpportunity Zones
Finance & Banking
Private BankingCommercial LendingWealth ManagementHealthcare Finance
Markets & Capital
Capital MarketsInternational Markets
Legal & Operations
Legal & Compliance
Ready to Invest?

Your Capital Deserves
More Than One Bet.

Access the full PPM, Accredited Investor Questionnaire, and pitch deck through our investor portal. First review on a rolling basis.

· Early investor incentives available for commitments over $2M ·