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
Fiscal Year End DECEMBER
Legal Location Ohio, 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
Other Business Activities NO OTHER BUSINESS THAN MANAGING 1 PRIVATE FUND

Identifiers

SEC RIA File Number 802-126932
SEC ERA File Number 802-126932
SEC CIK Numbers None
SEC CRD Numbers 318374
Legal Entity Identifier NONE

Principal Office

3900 LYMAN DR
HILLIARD
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%

No. Employees, Historic

0002022202320240 on 10/24/20220 on 6/5/2023