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EP Private Capital Fund I

CIK: 0002076022 Equity
Report date: 2026-03-02
AUM $86M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

19 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CMTG Claros Mortgage Trust Inc Since 2026-05-10 18269PAC6 Debt
7.20%
$6.17 6,339,737
2 ACR ACRES Commercial Realty Corp Since 2026-05-10 00489QAA0 Debt
1.35%
$1.16 1,184,000
3 XFLT XAI Octagon Floating Rate Alternative Income Trust Since 2026-05-10 98400T106 Equity (Common)
0.22%
$0.19 39,271
4 ADAM Adamas Trust Inc Since 2026-05-10 649604824 Equity (Preferred)
0.01%
$0.00 176
5 ABR Arbor Realty Trust Inc Since 2026-05-10 038923850 Equity (Preferred)
1.82%
$1.56 71,869
6 FBRT Franklin BSP Realty Trust Inc Since 2026-05-10 35243J101 Equity (Common)
1.43%
$1.22 121,898
7 LFT Lument Finance Trust Inc Since 2026-05-10 55025L207 Equity (Preferred)
0.18%
$0.16 7,565
8 ADAM Adamas Trust Inc Since 2026-05-10 649604865 Equity (Preferred)
0.46%
$0.39 17,595
9 ADAM Adamas Trust Inc Since 2026-05-10 649604873 Equity (Preferred)
0.33%
$0.28 11,359
10 ADAM Adamas Trust Inc Since 2026-05-10 649604816 Equity (Preferred)
8.62%
$7.39 285,716
11 RITM Rithm Capital Corp Since 2026-05-10 64828T805 Equity (Preferred)
0.02%
$0.02 796
12 RPT Rithm Property Trust Inc Since 2026-05-10 38983D862 Equity (Preferred)
0.00%
$0.00 135
13 SACH Sachem Capital Corp Since 2026-05-10 78590A505 Equity (Preferred)
0.02%
$0.01 866
14 SACH Sachem Capital Corp Since 2026-05-10 78590A604 Equity (Preferred)
0.94%
$0.81 33,318
15 SACH Sachem Capital Corp Since 2026-05-10 78590A703 Equity (Preferred)
0.47%
$0.40 17,446
16 SACH Sachem Capital Corp Since 2026-05-10 78590A802 Equity (Preferred)
0.24%
$0.21 8,869
17 SACH Sachem Capital Corp Since 2026-05-10 78590A877 Equity (Preferred)
0.12%
$0.10 4,500
18 RITM Rithm Capital Corp Since 2026-05-10 64828T409 Equity (Preferred)
0.00%
$0.00 148
19 KREF KKR Real Estate Finance Trust Inc Since 2026-05-10 48251K209 Equity (Preferred)
0.03%
$0.03 1,423