Investment adviser · CRD 332362

OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

FREMONT, CA, United States · Form ADV filed May 28, 2025

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

450 REDWOOD LLCReal Estate Fund · Last reported May 28, 2025$8.8MGross asset value

Form D fundraising filings

450 Redwood LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2028977563
Reported beneficial owners
8
Minimum commitment
$394K
Form D file number
021-511013

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

1577 POMEROY LLCReal Estate Fund · Last reported May 28, 2025$6.65MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8234578627
Reported beneficial owners
7
Minimum commitment
$336K

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

1156 SANTA CLARA ST LLCReal Estate Fund · Last reported May 28, 2025$3.82MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5869213074
Reported beneficial owners
7
Minimum commitment
$340K

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

2060 CALIFORNIA STREET LLCReal Estate Fund · Last reported May 28, 2025$3.6MGross asset value

Form D fundraising filings

2060 California Street LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3000166866
Reported beneficial owners
5
Minimum commitment
$750K
Form D file number
021-510988

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

1436 ECR LLCReal Estate Fund · Last reported May 28, 2025$2.6MGross asset value

Form D fundraising filings

1436 ECR LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2196908654
Reported beneficial owners
5
Minimum commitment
$280K
Form D file number
021-510871

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

37228 WALNUT LLCReal Estate Fund · Last reported May 28, 2025$1.8MGross asset value

Form D fundraising filings

37228 Walnut LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5849786187
Reported beneficial owners
3
Minimum commitment
$218K
Form D file number
021-511005

Form ADV 1993425 · May 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 28, 2025. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3424 WYNDHAM DR
FREMONT, CA, 94536, United States

CRD 332362

Filing source

Form ADV 1993425 · May 28, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.