GPWM FUND MANAGER, LLC
Adviser information for GPWM FUND MANAGER, LLC last updated from Form ADV on April 3rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-120089 |
|---|---|
| SEC ERA File Number | 802-120089 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311866 |
| Legal Entity Identifier | None |
Principal Office
339 W. STATE STREETSUITE 201
EAGLE
ID
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 208-938-5557, Fax: 208-938-3948
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| GPWM QOF MANAGER, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GPWM GROWTH QUALIFIED OPPORTUNITY ZONE FUND, LLC | Real Estate Fund | $9.7M | $0.1M | 4 |
| GPWM LEGACY INCOME QUALIFIED OPPORTUNITY ZONE FUND, LLC | Real Estate Fund | $12.6M | $0.1M | 1 |
| GPWM REAL ESTATE FUND I, LLC | Real Estate Fund | $6.0M | $0.1M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WALTON, KIRK, ALAN | Individual | – | MANAGING PARTNER | 09/2020 | 25-50% |
| OLESON, PHILIP, GARNER | Individual | – | MANAGING PARTNER | 09/2020 | 25-50% |
| VALLEY POINTE, LLC | Domestic Entity | – | MEMBER | 09/2020 | 5-10% |
| CANDLER, WILLIAM, BRIAN | Individual | VALLEY POINTE, LLC | MEMBER | 06/2018 | 50-75% |
| ATCHITY, MARK, AARON | Individual | VALLEY POINTE, LLC | MEMBER | 06/2018 | 50-75% |