DFX Intelligence

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RIA / WealthPrivate fundreal estate fund3(c)(1)fund of funds

BLOOM WATERSTONE, LLC

Ohio, United States

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Search this name across graphsid dfx:ria:2f1007c1-2c7d-c67b-f735-656b1d02935a

Data as of Jun 5, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Oct 24, 2022 to Jun 5, 2023
2 observations

Across DFX

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

Real Estate Fundsidentity

Bloom Waterstone, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Fund type: Real Estate Fund
Latest reported GAV: $0gross asset value on Schedule D 7.B(1), as of 2023-06-05; never fund size
Peak reported GAV: $0
Beneficial owners: 0
Minimum investment: $25,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Ohio, United States
First reported: Oct 24, 2022
Last reported: Jun 5, 2023fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-3738860666

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 5, 2023	$0	0	$25,000	0.0%	no	BLOOM WATERSTONE, LLC
Oct 24, 2022	$0	0	$25,000	0.0%	no	BLOOM WATERSTONE, LLC

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f1007c1-2c7d-c67b-f735-656b1d02935a
First observed: Oct 24, 2022
Last observed: Jun 5, 2023 40 months ago
Source families: Federal regulator filings
1 registered feed 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.

BLOOM WATERSTONE, LLC

Ohio, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f1007c1-2c7d-c67b-f735-656b1d02935a

Data as of Jun 5, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 5, 2023

$25,000

0.0%

BLOOM WATERSTONE, LLC

Oct 24, 2022

$25,000

0.0%

BLOOM WATERSTONE, LLC