VIP WATERSTONE LLC
Adviser information for VIP WATERSTONE LLC last updated from Form ADV on February 22nd, 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 | Wyoming, 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 |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Principal Office
30 N GOULD STSTE R
SHERIDAN
WY
United States
Monday - Friday, NONE
Tel: (888)352-4412, Fax: None
Chief Compliance Officer
PETER HALM
PRESIDENT
30 N GOULD ST. STE R
SHERIDAN
WY
United States
Tel:
310-617-5370
P****@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
VIP WATERSTONE LLC | Real Estate Fund | $4.0M | $0.1M | 20 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Halm, Monick, Paul | Individual | – | MANAGING EXECUTIVE | 01/2022 | 10-25% |
Halm, Peter, Everett | Individual | – | MANAGING EXECUTIVE | 01/2022 | 10-25% |