WMI MANAGER LLC
Adviser information for WMI MANAGER LLC last updated from Form ADV on March 7th, 2024. 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 | Delaware, 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 | 802-129787 |
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SEC ERA File Number | 802-129787 |
SEC CIK Numbers | None |
SEC CRD Numbers | 321812 |
Legal Entity Identifier | None |
Principal Office
980 MISSION CTFREMONT
CA
United States
Monday - Friday, 9AM - 5PM PT
Tel: 5108546066, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
WEALTHY MIND INVESTMENTS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
WMI ATM FUND I LLC | Real Estate Fund | $2.5M | $0.1M | 30 |
WMI HEALTHCARE XII LLC | Real Estate Fund | $1.6M | $0.1M | 31 |
WMI LANDMARK LYNCREST VIII LLC | Real Estate Fund | $3.1M | $0.1M | 46 |
WMI MJ AUSTIN XI LLC | Real Estate Fund | $4.5M | $0.1M | 50 |
WMI NAWO VII LLC | Real Estate Fund | $5.1M | $0.1M | 47 |
WMI PARK AT TREVISO ST PETERSBURG IX LLC | Real Estate Fund | $3.7M | $0.0M | 70 |
WMI SOUTHEAST PORTFOLIO X LLC | Real Estate Fund | $6.1M | $0.1M | 68 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WEALTHY MIND INVESTMENTS LLC | Domestic Entity | – | MANAGER | 04/2022 | > 75% |
KHOLODENKO, ALEKSANDER | Individual | WEALTHY MIND INVESTMENTS LLC | MEMBER | 09/2019 | 50-75% |
SANAN, ASHISH | Individual | WEALTHY MIND INVESTMENTS LLC | MEMBER | 09/2019 | 50-75% |