Form D · Commercial

GPWM QOF I LLC

Eagle, ID · CIK 0001786821

Offering snapshot reported Sep 11, 2019 · SEC filing

Reported sold
$16M
Offering amount: $50M
Investors reported
1
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Aug 27, 2019
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
Sep 11, 2019Initial$16,000,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-348591

Source: Form D, filed Sep 11, 2019. 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 QOF I, LLC

Investment adviser: GPWM QOF MANAGER, LLC

Gross asset value
$16M
Beneficial owners
1
ADV minimum commitment
$5M

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

Service providers

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
Filing source

Form ADV 2084337 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8637821637

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 Director, Executive, Promoter
Kirk Walton Director, Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
339 W. State Street, Suite 201
Eagle, ID, 83616