WILSHIRE FINANCE PARTNERS, INC.
Adviser information for WILSHIRE FINANCE PARTNERS, INC. last updated from Form ADV on March 28th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, 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 | Real estate broker, dealer, or agentREAL ESTATE INVESTMENTS, RE LOAN INVESTMENTS |
Principal Office
2 VENTURESUITE 430
IRVINE
CA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 310-736-1370, Fax: 310-436-4515
Websites
www.wfptrustdeed.com
www.wfptrustdeeds.com
www.wilshirelender.com
www.wfpopportunityfund.com
www.wilshiretrustdeed.com
www.wilshiretrustdeeds.com
www.facebook.com/wilshirefp/
twitter.com/wilshire_fp
www.wilshirefp.com
www.wfpfund.com
www.wfpfunds.com
www.wfpincomefund.com
www.linkedin.com/company/wilshirefinancepartners
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
WFP INCOME FUND IDF, LLC | Real Estate Fund | $0.0M | $0.1M | 0 |
WFP INCOME FUND REIT LLC | Real Estate Fund | $55.4M | $0.0M | 126 |
WFP INCOME FUND, LLC | Real Estate Fund | $55.9M | $0.1M | 218 |
WFP OPPORTUNITY FUND, LLC | Real Estate Fund | $5.8M | $0.1M | 23 |
WFP POOL 1 LLC | Real Estate Fund | $14.6M | $0.0M | 1 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DEMERITT, KEVIN, DEAN | Individual | – | PRESIDENT, DIRECTOR | 01/2008 | 50-75% |
PELGRIM, DONALD, HENRY | Individual | – | CHIEF EXECUTIVE OFFICER, SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | 03/2011 | 25-50% |