|
⚲
|
| Keyboard |
| Waypoint FL Daniels Preferred LLC | |
|---|---|
| Firm | |
| Fund # | |
| CIK # | 0002143530 |
| Sale | 2026-02-12 (3.1 M Sold) |
| Fund | |
| Phone | 5619617272 |
| Address | c/o Wp Fl Daniels Preferred Gp, LLC Boca Raton, FL 33432 |
| Source | [EDGAR] |
| Amount Raised ($M) |
|---|
| Company Details | |
|---|---|
| Director | |
| Custodian | |
| Auditor | |
| Marketer | |
| Broker | |
| Jurisdiction |
| Form D Offering | |
|---|---|
| Filed | 2026-07-08 (D) |
| Exemption | 506(b) |
| Minimum | $250,000 |
| Remaining | Indefinite |
| Duration | More than one year |
| Revenue | Decline to Disclose |
| Directors | Role | 2011 - 2026 |
|---|---|---|
| Jim Lott | Executive Officer | |
| Jill Jones | Executive Officer | |
| Jonathan Brundige | Executive Officer | |
| Scott Lawlor | Executive Officer |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moto Capital Group Inc
✚
|
FL | |
|
AJB Capital Managers LLC
✚
|
FL | |
|
Pilotai Wealth LLC
✚
|
FL | |
|
IEP Energy Holding LLC
✚
|
FL | |
|
Live Oak Family Offices LLC
✚
|
FL | |
|
Vast Ventures Management LLC
✚
|
FL | |
|
Prologue Capital Management LP
✚
|
FL | |
|
Latham Capital Management LLC
✚
|
FL | |
|
SBLA Advisers Corp
✚
|
FL | |
|
Reformation Management LLC
✚
|
FL |