RSF Social Investment Fund Closes First Offering of CUSIP-Assigned Broker Social Investment Notes on the Bloomberg Platform

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SAN FRANCISCO--(BUSINESS WIRE)--Aug 20, 2025--

RSF Social Investment Fund, Inc. has closed the first offering of its CUSIP-assigned Broker Notes. Gross proceeds to RSF from the initial closing totaled $5,420,000. The Broker Notes are listed on Bloomberg through exclusive bookrunner Performance Trust Capital Partners, LLC, a FINRA-registered broker-dealer.

These three-year Broker Notes bear interest at a fixed rate of 3.5% per annum and require a $5,000 minimum investment in RSF’s Social Investment Fund, which deploys catalytic capital to social enterprises working in climate and energy, food and agriculture, education, and community impact.

For the first time, investors were able to access RSF’s 40-year-old, deep-impact Social Investment Fund through the purchase of Broker Notes in a streamlined, scalable format. The CUSIP number assignment removed manual onboarding hurdles that previously limited access for registered broker-dealers, investment advisors, institutions and asset managers.

“This launch marks a transformative moment for RSF and is an encouraging uptake for a unique offering like ours,” said Jasper van Brakel, RSF president and CEO. “By bringing our Broker Notes to the electronic brokerage market, we’ve made it considerably easier for investors to align their capital with their impact goals.

“The Broker Notes are a powerful tool: a product that stays true to RSF’s mission while expanding our reach to new wealth advisors who are ready to drive meaningful social and environmental change,” added van Brakel.

RSF intends to offer the new Broker Notes on a continuous basis as it aims to grow the Social Investment Fund over the next five years. To learn more about the Broker Notes, visit RSF’s website.

About RSF:RSF ’s mission is to change finance and finance change. By offering investment notes, donor advised funds and loans, it mobilizes money toward positive impact. Since 1984, RSF has innovated finance tools and invested in healthier food systems, cleaner climates, whole-child education, community impact and more.

Disclaimer: This is not an offer to sell, nor a solicitation of an offer to buy, securities. Such offering is made solely by theProspectus, and only in states where authorized. Past performance is no guarantee of future results. Rates subject to change. The Notes are unsecured debt securities subject to terms, conditions and risks described in our Prospectus, including risk of possible loss of the amount invested. Payment is dependent on RSF Social Investment Fund’s financial condition at the time payment is due. Prospective investors should read the Prospectus for more complete information about RSF and the offering. Electronic copies of the Prospectus and any prospectus supplements may be obtained by contacting Performance Trust Capital Partners, LLC at [email protected].

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CONTACT: Media Contact

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Thinkshift Communications

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415.962.7430

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES SOCIALLY RESPONSIBLE INVESTING FINANCE FINTECH ASSET MANAGEMENT BANKING

SOURCE: RSF Social Investment Fund, Inc.

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PUB: 08/20/2025 06:00 AM/DISC: 08/20/2025 05:59 AM

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