Form D · Other Investment Fund

WFP Income Fund REIT LLC

Irvine, CA · CIK 0001782048

Offering snapshot reported Jul 10, 2026 · SEC filing

Reported sold
$62.5K
Offering amount: $62.5K
Investors reported
125
Form D · investor count
Minimum accepted
$500
Reported outside-investor minimum
First sale
Jun 28, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$31.3K$62.5KJun 9, 2021: $62,500.00Jun 9, 2021Jul 8, 2022: $62,500.00Dec 2, 2022: $62,500.00Jun 29, 2023: $62,500.00Jun 26, 2024: $62,500.00Jun 25, 2025: $62,500.00Jul 10, 2026: $62,500.00Jul 10, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

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
Jul 10, 2026Amendment$62,500$0vs Jun 25, 2025125SEC filing
Jun 25, 2025Amendment$62,500$0vs Jun 26, 2024125SEC filing
Jun 26, 2024Amendment$62,500$0vs Jul 8, 2022125SEC filing
Jun 29, 2023Amendment$62,500$0vs Jul 8, 2022125SEC filing
Dec 2, 2022Amendment$62,500$0vs Jul 8, 2022125SEC filing
Jul 8, 2022Amendment$62,500$0vs Jun 9, 2021125SEC filing
Jun 9, 2021Amendment$62,500No comparisonNot reportedSEC filing
Jul 1, 2020Amendment$62,500$0vs Jul 11, 2019125SEC filing
Jul 11, 2019Initial$62,500No comparison125SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$3.13K
Finders' fees
$0
Form D file number
021-343964
The sales commission payable to H&L Equities, LLC is 5% of the total capital raised. There are no Finder's Fees.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles B. Harrison3071551H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Patrick J. Whelchel5389090H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Jul 10, 2026. 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

WFP INCOME FUND REIT LLC

Investment adviser: WILSHIRE FINANCE PARTNERS, INC.

Gross asset value
$70.7M
Beneficial owners
126
ADV minimum commitment
$500

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FCI LENDER SERVICES, INC. ANAHEIM HILLS, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE, LLP CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

CROWE, LLP
PCAOB 173

Filing source

Form ADV 2084108 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9574653739

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
Kevin D. De Meritt Executive
Donald H. Pelgrim, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2 Venture Suite 430
Irvine, CA, 92618