DFX Intelligence

W• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 100m 1b

W• P•••••••

W3 PROPERTIES LLC, CRD 160003

SAN RAFAEL, CA

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Data as of Aug 3, 2012 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
On other graphs: 1
Observed: Dec 22, 2011 to Aug 3, 2012
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

W• P•••••••

Real estate fund manager · key_crd, key_sfn_adviser, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $100M••• Locked
Discretionary RAUM: $100M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 1
Private funds

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W• R••• E••••• F•••• L•••	Real Estate Fund	$23.0M	Aug 3, 2012	1	Dec 22, 2011	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• S••••• P••••••• L•	Member	E	yes	09/2010	Aug 3, 2012	Aug 3, 2012
A•••• S••••• W•• L••	LIMITED PARTNER	D	yes	09/2010	Dec 22, 2011	Aug 3, 2012

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W• R• F••• G•• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
SAN RAFAEL	CA	United States	n/a	no

Relationships

Advises (1)

→ W• R••• E••••• F•••• L•••Private fundReal Estate Fund, IA
Dec 22, 2011 to presentfactForm ADV

Controls (14)

← H•••• C••••••••• N•••••OwnerMANAGING PARTNER, ownership code NA, individual
Dec 22, 2011 to presentfactForm ADV
← O•••••••• D••••• L••••OwnerMANAGING PARTNER, CCO, ownership code NA, individual
Dec 22, 2011 to presentfactForm ADV
← S•••• S••••• T•••••OwnerMANAGING PARTNER, ownership code NA, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 22, 2011
Last observed: Aug 3, 2012 172 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 14 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
T•••••• R••••••••• S••••• O• T••••	LIMITED PARTNER	E	yes	12/2009	Aug 3, 2012	Aug 3, 2012
T•••••• R•• G•••••	Trustee	F	yes	05/2010	Aug 3, 2012	Aug 3, 2012
W• H•••••• L•	LIMITED PARTNER	D	yes	09/2010	Dec 22, 2011	Aug 3, 2012
W• R••• E••••• P••••••• L••	GENERAL PARTNER	F	yes	09/2010	Dec 22, 2011	Aug 3, 2012