WILSHIRE FINANCE PARTNERS, INC.
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 169269
- Registered since
- November 1, 2013
- Website
- wilshirefp.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DONALD PELGRIM
CEOCRD 1328393
Contacts
1 of 1KEVIN DEMERITT
FounderCRD 6266372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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