Unique private equity offering builds on proof of concept with vertically integrated real estate, lending, construction, and business equity model.
Wingfield Financial has launched Wingfield Financial Fund II, a $25 million private equity offering for verified accredited investors seeking access to operator-led, asset-backed investment opportunities across real estate, lending, construction, title, and business equity.
Most funds this size call a lender, call a contractor, and call a title company. We built and own that infrastructure ourselves.”
— John R. Clark, Jr.
Fund II builds on Wingfield Financial’s first fund, a $1 million offering launched in 2022 that began investor distributions in January 2023. The fund’s distribution structure is designed around preferred returns of 15 percent annually, though past performance is not indicative of future results, and Fund II is a separate, larger vehicle with different scale, market exposure, and execution considerations.
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It’s built around a vertically integrated platform comprising four affiliated operating companies: Momentum Mortgage, Radical Restoration, Solution Providers, and Legacy Title. Together, they support acquisition financing, construction and property work, deal sourcing, and transaction closings within a single ecosystem.
“Most funds this size call a lender, call a contractor, and call a title company,” says John R. Clark, Jr., Principal and Founder of Wingfield Financial. “We built and own that infrastructure ourselves. That gives us greater involvement across execution, timing, reporting, and investor communication.”
The structure is designed to address common private investment concerns, including third-party coordination, limited transparency, concentration risk, and passive capital deployment. Fund II expects to allocate capital across sectors, including mortgage, real estate, technology, title, insurance, construction, and distribution.
Curt Anderson, a Fund I investor who subsequently reinvests in Fund II, cites the platform’s operating model as a key factor in his decision. Anderson, a government contractor and real estate investor, first subscribed to Fund I through a self-directed IRA in early 2023 after conducting independent due diligence.
Fund II is structured under Regulation D 506(c) and is available only to verified accredited investors. The offering includes a $100,000 minimum investment, a 36-month minimum hold, a callable option after 48 months, self-directed IRA eligibility through Equity Trust, and investor reporting through an Agora portal.
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