Wilshire Finance Partners Inc

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Assets, Funds, Holdings

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Wilshire Finance Partners Inc
CRD #169269
SEC #802-78782
CIK #0001499344
AUM
Employees
Phone310-736-1370
Address2 Venture
Irvine, CA 92618
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE WFP Pool 1 LLC [2024-03-28] 20.4 20.2
RE WFP Income Fund REIT LLC [2020-03-19] 0.1 51.4
RE WFP Income Fund IDF LLC [2014-08-01] 0.0 0.0
RE WFP Income Fund LLC [2013-11-01] 56.8 51.5
RE WFP Opportunity Fund LLC [2013-11-01] 5.8 5.8
AUM Breakdown Accounts AUM ($)
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
Kevin Demeritt 10
Donald Pelgrim 6
Donald Pelgrim Jr 4
Kevin Demerritt 1
EDGAR Form CIK 2011 - 2025
D [0001499344]
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