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

Identifiers

SEC RIA File Number 802-78782
SEC ERA File Number 802-78782
SEC CIK Numbers 1499344
SEC CRD Numbers 169269
Legal Entity Identifier None

Principal Office

2 VENTURE
SUITE 430
IRVINE
CA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 310-736-1370, Fax: 310-436-4515

Chief Compliance Officer

None

Industry 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%

No. Employees, Historic

0002020202120222023202420250 on 3/19/20200 on 3/25/20210 on 3/18/20220 on 12/1/20220 on 3/29/20230 on 3/28/2024