Form D · Other Investment Fund

WFP Pool 1, LLC

Irvine, CA · CIK 0002017216

Offering snapshot reported Mar 9, 2026 · SEC filing

Reported sold
$22.3M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$500
Reported outside-investor minimum
First sale
Mar 27, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.2M$22.3MMar 28, 2024: $14,567,950.00Mar 28, 2024Mar 27, 2025: $20,384,189.00Mar 27, 2025Mar 9, 2026: $22,338,841.00Mar 9, 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.

  • Reported sold$20,384,189 → $22,338,841

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2026Amendment$22,338,841$1,954,652vs Mar 27, 20251SEC filing
Mar 27, 2025Amendment$20,384,189$5,816,239vs Mar 28, 20241SEC filing
Mar 28, 2024Initial$14,567,950No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-508951

Source: Form D, filed Mar 9, 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 POOL 1 LLC

Investment adviser: WILSHIRE FINANCE PARTNERS, INC.

Gross asset value
$22.3M
Beneficial owners
1
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 805-3226531709

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 Merritt Executive
Donald H. Pelgrim Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2 Venture Suite 430
Irvine, CA, 92618