# ABOUND FINANCIAL

ABOUND FINANCIAL is an Asset Manager based in Granite Bay, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Granite Bay, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** aboundfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/keruxhq

## Regulatory record

- **CRD number:** 327724
- **SEC file number:** 801-128697
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327724

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- Daniel R. Goddard — Chief Executive Officer

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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