Gupta Wealth Management LLC
- Assets, Funds, Holdings
| Gupta Wealth Management LLC
|
| CRD # | 161721 |
| SEC # | 801-78524 |
| CIK # | 0001639966 |
| AUM |
|
| Employees |
4 (75% Investors, 0% Brokers)
|
| Phone | 858-764-7120 |
| Address | 12760 High Bluff Drive
San Diego, CA 92130 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| HF |
Gupta Wealth Series of Copperstone Multi Series IDF LP |
[2015-04-27]
|
2.6 M |
4.0 M |
|
Filed 2016-09-21 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue $5,000,001 - $25,000,000
|
| RE |
GWM Industrial S&G Investors LLC |
[2015-04-27]
|
1.1 M |
0.0 M |
|
Offered $1,063,265 · Filed 2014-12-12 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
|
| RE |
GWM Montgomery River Investors LLC |
[2015-04-27]
|
2.2 M |
0.1 M |
|
Offered $2,232,856 · Filed 2014-12-03 (D) · Exemption 506(b) · Duration One year or less · Net Assets Decline to Disclose
|
| RE |
Lavender Senior Living LLC |
[2015-04-27]
|
1.9 M |
2.0 M |
|
Offered $1,939,684 · Filed 2015-04-23 (D) · Exemption 506(b) · Duration More than one year · Revenue Decline to Disclose
|
| RE |
PHP TX LLC |
[2015-04-27]
|
3.7 M |
6.0 M |
|
Offered $6,000,000 · Filed 2015-04-27 (D) · Exemption 506(b) · Remaining $2,340,000 · Duration More than one year · Revenue Decline to Disclose
|
| RE |
Senior Housing NVCA LLC |
[2015-04-27]
|
6.7 M |
10.4 M |
|
Offered $6,740,000 · Filed 2015-04-23 (D) · Exemption 506(b) · Duration More than one year · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
16 |
2.5 |
| By Discretionary |
| Discretionary |
16 |
2.5 |
| Non-Discretionary |
0 |
0.0 |
| Total |
16 |
2.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
2.5 |
| Total |
16 |
2.5 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.6B |
| Serves | Retail |
| Fund Types | Hedge Fund, Real Estate |
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