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ABOUND FINANCIAL
ABOUND FINANCIAL is an SEC-registered investment adviser in GRANITE BAY, CA, registered since 2023. The firm manages $428 million in assets, $381 million on a...
ABOUND FINANCIAL
ABOUND FINANCIAL is an SEC-registered investment adviser in GRANITE BAY, CA, registered since 2023. The firm manages $428 million in assets, $381 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2014
Location
Region
North America
Country
United States
City
Granite Bay
Corporate office
San Diego, CA, United States
Principals
Daniel R. Goddard
Chief Executive Officer
Sector focus
Frequently asked questions
Does Abound Financial service the loans it originates?
Yes — Abound retains in-house loan servicing for the full lifecycle of every obligation it originates. The firm handles borrower communications, payment collection, escrow administration, and default management directly rather than outsourcing to a third-party servicer, a structural choice that provides investors a single point of accountability if a loan becomes distressed.
Does Abound Financial invest in real estate equity alongside its debt strategies?
No — Abound Financial operates exclusively as a private credit originator and does not take equity positions in the real estate securing its loans. The firm's return profile is driven by contractual interest payments and origination fees rather than property appreciation.
Where geographically does Abound Financial focus its lending?
Abound's underwriting is concentrated in California, its home market, with additional exposure to select Sunbelt states. The firm's investment committee favors markets with deep, liquid housing stock, investor-friendly foreclosure laws, and demonstrated population inflows supporting both single-family and multifamily demand.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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