Open Family Office OFO Wealth Management LLC

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Assets, Funds, Holdings

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Open Family Office OFO Wealth Management LLC
CRD #332362
SEC #802-130969
CIK #
AUM
Employees
Phone650-391-7166
Address3424 Wyndham Dr
Fremont, CA 94536
Source [IAPD]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE 1156 Santa Clara St LLC 2024-11-14 3.8
RE 1577 Pomeroy LLC 2024-11-14 6.7
RE 1436 ECR LLC [2024-07-23] 1.4 2.6
RE 2060 California Street LLC [2024-07-23] 3.8 3.6
RE 37228 Walnut LLC [2024-07-23] 1.0 1.8
RE 450 Redwood LLC [2024-07-23] 4.2 8.8
AUM Breakdown Accounts AUM ($)
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
Lin Wang 9
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