GPWM QOF MANAGER, LLC
Adviser information for GPWM QOF 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Idaho, United States |
Employees
Total Number of Employees | 0 |
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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 |
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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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-120090 |
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SEC ERA File Number | 802-120090 |
SEC CIK Numbers | None |
SEC CRD Numbers | 311867 |
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 FUND MANAGER, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
FA GRYPHON QOF I, LLC | Real Estate Fund | $25.5M | $5.0M | 1 |
GPWM DS QOF | Real Estate Fund | $0.4M | $0.1M | 1 |
GPWM QOF I, LLC | Real Estate Fund | $16.0M | $5.0M | 1 |
GPWM QOF II, LLC | Real Estate Fund | $37.0M | $5.0M | 1 |
GPWM QOF III LLC | Real Estate Fund | $7.5M | $0.1M | 12 |
GPWM RS QOF | Real Estate Fund | $0.2M | $0.1M | 1 |
HICKEY/GRYPHON QOF I, LLC | Real Estate Fund | $19.7M | $5.0M | 1 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WALTON, KIRK, ALAN | Individual | – | MANAGING PARTNER | 08/2019 | 50-75% |
OLESON, PHILIP, GARNER | Individual | – | MANAGING PARTNER | 08/2019 | 50-75% |