Open Family Office OFO Wealth Management LLC
- Assets, Funds, Holdings
| Open Family Office OFO Wealth Management LLC
|
| CRD # | 332362 |
| SEC # | 802-130969 |
| CIK # | |
| AUM |
|
| Employees |
|
| Fees | |
| Minimum |
|
| Phone | 650-391-7166 |
| Address | 3424 Wyndham Dr
Fremont, CA 94536 |
| Source |
[IAPD]
|
|
Total AUM ($)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
1156 Santa Clara St LLC |
2024-11-14
|
|
3.8 M |
| RE |
1577 Pomeroy LLC |
2024-11-14
|
|
6.7 M |
| RE |
1436 ECR LLC |
[2024-07-23]
|
1.4 M |
2.6 M |
|
Offered $1,400,000 · Filed 2024-04-17 (D) · Exemption 506(b) · Minimum $280,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000
|
| RE |
2060 California Street LLC |
[2024-07-23]
|
3.8 M |
3.6 M |
|
Offered $3,750,000 · Filed 2024-04-18 (D) · Exemption 506(b) · Minimum $750,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000
|
| RE |
37228 Walnut LLC |
[2024-07-23]
|
1.0 M |
1.8 M |
|
Offered $960,020 · Filed 2024-04-18 (D) · Exemption 506(b) · Minimum $320,067 · Duration One year or less · Revenue $1 - $1,000,000
|
| RE |
450 Redwood LLC |
[2024-07-23]
|
4.2 M |
8.8 M |
|
Offered $4,200,000 · Filed 2024-04-18 (D) · Exemption 506(b) · Minimum $390,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000
|
| AUM Breakdown |
Accounts |
AUM ($) |
| 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 |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Lin Wang |
Executive Officer |
9 |
3 |
|
| Firm Profile (Form ADV) |
| Fund Types | Real Estate |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}
{"uid": 221266877, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
331759077