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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

GWM MONTGOMERY RIVER INVESTORS LLC

advised by GUPTA WEALTH MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:6812662b-b7e3-3b35-c5ec-d5b2aa07015f

Data as of Jun 4, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 27, 2015 to Jun 4, 2015
2 observations

Across DFX

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

Real Estate Fundsidentity

GWM Montgomery River Investors 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

Adviser: GUPTA WEALTH MANAGEMENT, LLCCRD 161721
Fund type: Real Estate Fund
Latest reported GAV: $74,103gross asset value on Schedule D 7.B(1), as of 2015-06-04; never fund size
Peak reported GAV: $74,103
Beneficial owners: 13
Minimum investment: $0
Owned by the adviser: 500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-229391an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Apr 27, 2015
Last reported: Jun 4, 2015fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-5506299532

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 4, 2015	$74,103	13	$0	500.0%	yes	GWM MONTGOMERY RIVER INVESTORS LLC
Apr 27, 2015	$74,103	13	$0	500.0%	yes	GWM MONTGOMERY RIVER INVESTORS LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.	FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.	Smithfield	Rhode Island	United States	no	8-35097

Relationships

Advises (1)

← GUPTA WEALTH MANAGEMENT, LLCRegistered adviserReal Estate Fund, IA, no longer reported
Apr 27, 2015 to Jun 4, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6812662b-b7e3-3b35-c5ec-d5b2aa07015f
First observed: Apr 27, 2015
Last observed: Jun 4, 2015 137 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.

GWM MONTGOMERY RIVER INVESTORS LLC

advised by GUPTA WEALTH MANAGEMENT, LLC

Delaware, 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:6812662b-b7e3-3b35-c5ec-d5b2aa07015f

Data as of Jun 4, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 4, 2015

$74,103

500.0%

yes

GWM MONTGOMERY RIVER INVESTORS LLC

Apr 27, 2015

$74,103

500.0%

yes

GWM MONTGOMERY RIVER INVESTORS LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.

Smithfield

Rhode Island

United States

8-35097