WILSHIRE FINANCE PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
169269
Registered since
November 1, 2013

Firm profile

FINTRX

Overview

Wilshire Finance Partners, Inc. is a small corporate advisor focused on real estate investment activity and related transactional services. The firm operates as a real estate broker and as a sponsor/GP or managing member of pooled investment vehicles, positioning itself to originate and manage private real estate funds rather than to act as a broad-based registered investment adviser to retail clients. The entity is SEC-registered (since 2013) and listed as individually owned; it is not a multi-state adviser, a pension consultant, or a capital allocator in the typical institutional sense. Wilshire Finance Partners does not identify itself as an active ESG investor. Its recorded business activities combine brokerage and private-placement roles: sourcing property-level opportunities, structuring pooled vehicles or funds, and placing interests in those vehicles with investors. That placement activity is reinforced by its listing as an “Other Financial Product Salesperson,” indicating a transactional focus alongside fund sponsorship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DONALD PELGRIM

    CEOCRD 1328393

Contacts

1 of 1
  • KEVIN DEMERITT

    FounderCRD 6266372

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
2 Venture
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth