Vertical Capital Income Fund

Distinct and diverse across asset classes and investing strategies, our funds are designed to help investors grow, preserve, and protect their wealth.

Vertical Capital Income Fund is a closed-end, continuously offered interval fund that primarily invests in residential whole mortgage loans and residential whole loans secured by deeds of trust.  As a closed-end interval fund, it provides limited liquidity on a quarterly basis. The investment objective of the Fund is to seek income.

Literature

4Q 2017 Fact Card
Investor Brochure
Product Summary
Fund Prospectus (AC Shares)

Fund Prospectus (AC Shares)

01.19.2018
Download
Fund Prospectus (L Shares)

Fund Prospectus (L Shares)

01.19.2018
Download
Fund Prospectus (I Shares)

Fund Prospectus (I Shares)

01.19.2018
Download
Fund Performance versus Treasury Bonds

Fund Performance versus Treasury Bonds

09.30.2017
Download
Investor Presentation

Investor Presentation

09.30.2017
Download
Fund Performance in Worst Stock, Bond Months

Fund Performance in Worst Stock, Bond Months

09.30.2017
Download
Fund Overview Brochure

Fund Overview Brochure

03.30.2017
Download
Due Diligence Presentation

Due Diligence Presentation

09.30.2017
Download
Annual Report
Statement of Additional Information

Statement of Additional Information

01.19.2018
Download

Forms

New Account Application

New Account Application

03.28.2017
Download
Simple IRA Application

Simple IRA Application

11.24.2015
Download
Transfer of Assets for Qualified Accounts

Transfer of Assets for Qualified Accounts

11.24.2015
Download
Transfer of Assets for Non-Qualified Accounts

Transfer of Assets for Non-Qualified Accounts

11.24.2015
Download
Coverdell Education Savings Account (ESA) Application

Coverdell Education Savings Account (ESA) Application

11.24.2015
Download
IRA and Roth IRA Application

IRA and Roth IRA Application

11.24.2015
Download

Robert Chapman

Robert J. Chapman serves as the chairman of the board of directors of Vertical Capital Income Fund (VCAPX). He is also executive vice president and co-portfolio manager of Oakline Advisors, LLC—Adviser to the Fund.

View Bio

Robert Chapman

David Aisner

David F. Aisner is is executive vice president of Oakline Advisors and co-portfolio manager of Vertical Capital Income Fund. In this role, Mr. Aisner oversees the acquisition and management of assets held in the Fund.

View Bio

David Aisner

SEC Filings

Gain access to Vertical Capital Income Fund’s SEC filings

 

SEC Filings

Event Calendar

A Unique Approach to Investing for Income

Tuesday, February 16 at 1:00 PM CT

View Replay

Vertical Capital Income Fund Quarterly Update

Wednesday, July 27 at 1:00 PM CT

View Replay

An Attractive Opportunity for Income Investors

Tuesday, August 23 at 1:00 PM CT

View Replay

Whole Mortgage Notes: Income and Capital Appreciation Potential

Tuesday, June 13 at 3:00 PM CT

View Replay

Vertical Capital Income Fund Portfolio Update

Wednesday, July 19 at 1:00 PM CT

View Replay

Three Challenges for Today's Investors

Tuesday, September 19 at 3:00 PM CT

Mortgage Market Insights and Fund Update

Wednesday, October 18 at 11:00 AM CT

Higher Income Potential From Whole Mortgage Notes

Thursday, December 14 at 1:00 PM CT

There is no assurance that the Fund will achieve its investment objective.

Top