BLOOM WATERSTONE LLC
Adviser information for BLOOM WATERSTONE LLC last updated from Form ADV on June 5th, 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 | Ohio, 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 | – |
Other Business Activities | NO OTHER BUSINESS THAN MANAGING 1 PRIVATE FUND |
Identifiers
SEC RIA File Number | 802-126932 |
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SEC ERA File Number | 802-126932 |
SEC CIK Numbers | None |
SEC CRD Numbers | 318374 |
Legal Entity Identifier | NONE |
Principal Office
3900 LYMAN DRHILLIARD
OH
United States
THIS IS A REAL ESTATE FUND. NO IN-PERSON ADVISING, NONE
Tel: (614)670-3500, Fax: NONE
Chief Compliance Officer
EXEMPT REPORTING ADVISER SEE 1.K
None
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BLOOM WATERSTONE, LLC | Real Estate Fund | $0.0M | $0.0M | 0 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SUJAY MEHTA | Domestic Entity | – | MANAGING EXECUTIVE (NOTE:^ ENTITY TYPE ABOVE IS (I) BUT IT WILL NOT LET ME CHECK IT) | 11/2021 | > 75% |