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Manager

W••••••• F•••••• P•••••••• I•••

CRD 169269SEC 802-78782Irvine, CAw•••••••••.comunder $1BDebt
Form ADV on IAPD
What capital do they manage?
Real estate GAV
$132M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
5 current, 5 ever, 0 dropped0 feeders, 0 funds of funds
First on the tape
2013the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 28, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 5
Latest vintage
2024from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
confirmed
Strategy
Debt
Operator model
Debt managerbasis: strategy class
Property types
Self storage, Single-family rentalbasis: stated
Markets
not stated
In the manager’s own words
  • Debt: “we bring a disciplined, conservative approach to investing, offering investors fixed income alternative investments backed by hard assets.”
  • Self storage: “Self Storage”
  • Single-family rental: “Single Family”
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleLifecycleName saysLPs
W•• I••••• F•••• L••
805-1060516674
fund$56M GAV 20242182013* to 2024unknownHarvestingDebt
W•• I••••• F••• R••• L••
805-9574653739
fund$55M GAV 20241262020 to 20242020HarvestingDebt
W•• P••• 1• L••
805-3226531709
fund$15M GAV 202412024 to 20242024Unknown
W•• O••••••••• F•••• L••
805-5117205792
fund$6M GAV 2024232013* to 2024unknownHarvestingOpportunistic
W•• I••••• F••• I••• L••
805-4101449572
fund$0 GAV 202402014 to 20242014UnknownDebt
What do they actually own?
0 trusted of 3 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • K•••• D••• D••••••• President, Director since 2008-01
  • D••••• H•••• P•••••• Chief Executive Officer, Secretary, Chief Financial Officer, Director since 2011-03
What is changing?
  • Vehicle first reported Mar 28, 2024 (observed) W•• P••• 1• L•• first reported on Form ADV by W••••••• F•••••• P•••••••• I•••, GAV $14,579,664
  • Vehicle first reported Mar 19, 2020 (observed) W•• I••••• F••• R••• L•• first reported on Form ADV by W••••••• F•••••• P•••••••• I•••, GAV $71,973,004
  • Vehicle first reported Aug 1, 2014 (observed) W•• I••••• F••• I••• L•• first reported on Form ADV by W••••••• F•••••• P•••••••• I•••
  • First ADV filing on the tape Nov 1, 2013 (observed) W••••••• F•••••• P•••••••• I••• first filed Form ADV in the extract (ERA)
  • Vehicle first reported Nov 1, 2013 (observed) W•• I••••• F•••• L•• first reported on Form ADV by W••••••• F•••••• P•••••••• I•••, GAV $2,937,647 (tape start: the fund may be older)
  • Vehicle first reported Nov 1, 2013 (observed) W•• O••••••••• F•••• L•• first reported on Form ADV by W••••••• F•••••• P•••••••• I•••, GAV $250,000 (tape start: the fund may be older)
Across DFX

Bridged by shared CRD, CIK or SEC fund id only; the same institution’s PE portfolio companies and its real estate holdings stay on their own graphs.