For Registered Investment Advisors

Real-Estate Backed Lending That Puts Your Clients First

Predictable income with a fund that prioritizes transparency and
alignment.

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Fund Information
Payouts
30 -days
Target Annual Return
8.5 %
Commitment
12 Mo.
Minimum Investment
$ 100 K

Income, Stability, and
Private Market Diversification.

Stallion Capital provides Registered Investment Advisors (RIAs) with a high- yield, low-correlation solution for accredited portfolios. Designed to solve the challenge of generating consistent income in volatile public markets, our strategy focuses on first-lien, Texas real estate–secured lending. This asset-backed exposure serves as a defensive alternative to traditional fixed income, delivering monthly distributions with a historical profile of capital preservation.
With a track record of zero down quarters, conservative underwriting, and institutional-grade reporting, Stallion offers a disciplined bridge to private credit. We provide the uncorrelated yield your clients need, without the complexity typically associated with alternative assets.

Seamless Platform Integration

Stallion is available on both Fidelity and Charles Schwab platforms, ensuring that adding private credit to your allocation is as efficient as trading a mutual fund. RIAs maintain full sovereignty over the client relationship and portfolio weightings, while we provide the transparent, institutionally managed infrastructure required to scale your practice.

  • Fidelity
  • Charles Schwab

Zero Down Quarters

A consistent track record of capital preservation and reliable distributions.

Why Advisors Are Allocating to Private Credit

As traditional fixed-income yields fluctuate and public equity markets face increasing volatility, many RIAs are moving toward private credit to anchor client portfolios. This asset class offers a unique combination of protection and performance that is often unavailable in the public square.

Reliable Income Generation

Private credit often provides higher yields than investment-grade bonds, driven by the "illiquidity premium" and direct lending structures.

Real-Asset Security

Unlike unsecured corporate debt, these strategies are backed by tangible collateral, providing a clear recovery path and downside protection.

Low Correlation to Public Markets

Private credit valuations are based on underlying loan performance rather than daily market sentiment, offering a "ballast" effect during broader market swings.

Enhanced Capital Efficiency

With shorter loan durations compared to traditional private equity, advisors can capture institutional-grade yields without locking up client capital for a decade.

Senior Secured Positioning

By focusing on the top of the capital stack (first-lien positions), these investments prioritize capital preservation while generating dependable, uncorrelated yield.

Ready to Allocate?

See How Stallion Fits Your Practice

Request our full RIA due diligence packet and schedule a call with our advisor relations team.

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Focus Market
Texas Real Estate
Dallas · Austin · San Antonio

How the Strategy Works:
The Texas Real Estate Edge

We focus exclusively on the “top of the capital stack,” originating short-term bridge loans for professional real estate developers.

Target Annual Return

8.5% — driven by borrower interest payments on secured loans.

Target Annual Return

8.5% — driven by borrower interest payments on secured loans.

Target Annual Return

8.5% — driven by borrower interest payments on secured loans.

Target Annual Return

8.5% — driven by borrower interest payments on secured loans.

Institutional-Grade Due Diligence & Operations

To provide RIAs with the confidence required for fiduciary-level allocations, Stallion Capital operates with a disciplined, transparent infrastructure. Our end-to-end management ensures that every dollar is protected by rigorous standards and institutional-level oversight.
Our Four-Pillar Operational Framework
01

Proprietary Loan Sourcing

We leverage a deep, localized network in the Texas market to identify high- quality borrowing opportunities. By focusing on established professional developers rather than broad-market auctions, we maintain a consistent pipeline of low-LTV opportunities.

02

Rigorous Underwriting Standards

Every loan undergoes a comprehensive credit and collateral analysis. Our committee-led process prioritizes capital preservation, focusing on "downside- protected" scenarios where the underlying real estate value significantly exceeds the loan amount.

03

In-House Servicing & Asset Management

We do not outsource the relationship. From origination through payoff, our internal team manages draw schedules, site inspections, and borrower communication. This "hands-on" approach allows for real-time risk mitigation and proactive management of the loan lifecycle.

04

Institutional Transparency & Reporting

RIAs receive clear, detailed reporting that meets institutional standards. With seamless integration on Fidelity and Charles Schwab platforms, monitoring performance, tax documentation, and monthly distributions is straightforward and automated.

How the Strategy Works

Implementation is designed to be seamless within your existing practice.

Platform Availability

Fully integrated on Fidelity and Charles Schwab for streamlined execution and consolidated reporting.

Sovereign Control

Advisors maintain full management of the client relationship, allocations, and reporting at all times.

Dedicated Support

Access to our clinical underwriting data and marketing collateral to assist in client education and onboarding.

Partner With Stallion Capital
Ready to Add Private Credit to Your Practice?
Complete the form to receive our full RIA due diligence packet, including fund documents, performance history, and platform integration guides.
  • Full offering memorandum and fund documents
  • Historical performance and distribution records
  • Direct call with our Advisor Relations team
  • Platform integration walkthrough for Fidelity & Schwab
Request RIA Information Packet
Our advisor relations team will follow up within one business day.
Your information is confidential and will only be used to respond to your inquiry.
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