PFD Provides Update On IRA K-1s And UBIT
PFD Capital Partners is addressing recent IRA custodian notices regarding Schedule K-1 reporting and potential UBTI, clarifying that these are routine, non-specific communications sent broadly to IRA holders. Based on guidance from legal counsel and independent CPAs, PFD believes that income generated through its structure qualifies as qualified business income (QBI) and not unrelated business […]
PFD Provides Update On 2025 Schedule K-1 Reporting
PFD Provides Update On 2025 Schedule K-1 Reporting PFD Capital Partners provided an update on the status of its 2025 Schedule K-1 reports, noting that its independent accounting firms, Holthouse, Carlin & Van Trigt LLP (HCVT) and Bud Weythman, CPA, are finalizing year-end audits and preparing the forms, with completion expected on schedule. A majority […]
PFD Announces Launch Of Three New Special Purpose Entities
PFD Capital Partners announced the launch of three new 2026 Special Purpose Entities—PFDSMR1017, PFDSMR2002, and PFDSMH3002—further expanding its medical accounts receivable specialty finance platform, including both personal injury–based receivables and a hybrid medical technology investment offering. These new offerings reflect PFD’s continued growth, disciplined underwriting approach, and commitment to building long-term relationships with medical providers […]
PFD Investor Access For Notices And Reports
PFD Investor Access For Notices And Reports PFD Capital Partners successfully hosted its first quarterly investor webinar with strong participation from our investor community, during which key updates were shared regarding the company’s growth, strategic changes, and long-term vision; a recording will be made available on a secure portal for those unable to attend. Investors […]
PFD Q1 2026 Investor Webinar Announcement
PFD Member Update Webinar Announcement PFD Capital Partners will host a Member Update Webinar on January 14, 2026, at 10:30 AM (PST) to share important updates on company operations, portfolio performance, and upcoming investment opportunities. The webinar will cover enhancements to quarterly earnings reporting, an overview of the 1000 Series SPE consolidation program, recent portfolio […]
Notice of Name Conflict in Search Engine Results To Our Investor Family
PFD Capital Partners, Inc. is issuing this official statement to directly address and dispel confusion arising from online search results associating the acronym “PFD” with a criminal case in Alaska. Let us be absolutely clear: PFD Capital Partners, Inc. has no connection whatsoever—directly or indirectly—with the Alaska Permanent Fund Dividend (PFD) program or any criminal, […]
PFDSelect Medical Receivables 1013, LLC Has Officially Closed To New Investors
Gary L. Ermoian, COO & Co-founder, today announced PFDSelect Medical Receivables 1013, LLC has officially closed to new investors. The manager informed the capital team that the offering reached its maximum investor allocation as of Tuesday, May 20, 2025.
PFD MF1008 Now Closed
Lake Forest, CA: Gary L Ermoian, COO & Co-founder, PFD Capital Partners, Inc., Lake Forest, CA, announced that the PFD Management Fund 1008 LLC new investor window is now officially closed. PFD Management Fund 1008 LLC provides US based medical service providers with business cycle financing, and portfolio servicing and management. The medical service provider […]
Announcing PFD Pro Management Opportunity Fund
Lake Forest, CA – October 19, 2023 – PFD Capital Partners, Inc., Manager of PFDPro Management Fund LLC through its affiliated lender PFD Management LLC successfully closes first position secured exclusive financier provider for a multi-state, multi-modality, nineteen point, Personal Injury Medical Service Provider network.