Form D · Other Real Estate

GPWM Growth Qualified Opportunity Zone Fund, LLC

Eagle, ID · CIK 0001829415

Offering snapshot reported Oct 22, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $100M
Investors reported
0
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 22, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-378537

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Cabin Securities Inc137608Cabin Securities Inc · CRD 137608

Source: Form D, filed Oct 22, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GPWM GROWTH QUALIFIED OPPORTUNITY ZONE FUND, LLC

Investment adviser: GPWM FUND MANAGER, LLC

Gross asset value
$9.69M
Beneficial owners
4
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GREAT LAKES FUND SOLUTIONS, INC. LAKE VILLA, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BKD, LLP SPRINGFIELD, Missouri, United States
Marketer CABIN SECURITIES, INC. OVERLAND PARK, Kansas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

BKD, LLP
PCAOB 686

CABIN SECURITIES, INC.
CRD 137608 · SEC 8-67097

Filing source

Form ADV 2084350 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9701069508

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Philip Oleson Executive
Kirk Walton Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
339 W State St Suite 201
Eagle, ID, 83616