GPWM FUND MANAGER, LLC
CRD #311866 SEC #802-120089 EAGLE, ID 208-938-5557
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| GPWM LEGACY INCOME QUALIFIED OPPORTUNITY ZONE FUND, LLC | Real Estate Fund | $12.6M | 1 | BKD, LLP |
| GPWM GROWTH QUALIFIED OPPORTUNITY ZONE FUND, LLC | Real Estate Fund | $9.7M | 4 | BKD, LLP |
| GPWM REAL ESTATE FUND I, LLC | Real Estate Fund | $6M | 3 | -- |
TypeReal Estate Fund
GAV$12.6M
Investors1
AuditorBKD, LLP
TypeReal Estate Fund
GAV$9.7M
Investors4
AuditorBKD, LLP