GPWM QOF Manager LLC

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Assets, Funds, Holdings

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GPWM QOF Manager LLC
CRD #311867
SEC #802-120090
CIK #
AUM
Employees
Phone208-938-5557
Address339 W State Street
Eagle, ID 83616
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE GPWM QOF III LLC 2023-04-03 7.5
RE GPWM DS QOF 2022-03-31 0.4
RE GPWM RS QOF 2022-03-31 0.2
RE FA Gryphon QOF I LLC [2020-12-04] 23.0 25.5
RE GPWM QOF II LLC [2020-12-04] 37.0 37.0
RE GPWM QOF I LLC [2020-12-04] 16.0 16.0
RE Hickey/Gryphon QOF I LLC 2020-12-04 19.7
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Philip Oleson 8
Kirk Walton 8
Mark Atchity 5
Steve Castle 1
William Candler 1
Sterling Louviere 1
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