GPWM LLC
GPWM LLC, operating as GPWM Funds, is a private equity real estate investment firm headquartered in Eagle, Idaho. The firm manages a group of private equity real estate funds, specializing in tax-advantaged investment opportunities, particularly in Qualified Opportunity Zones (QOZs). GPWM was founded by experienced professionals with a background in real estate investment, tax law, and asset management. The firm serves high net worth individuals and families, providing diversified real estate investment solutions focused on attractive, risk-adjusted returns and community improvement. Employee count is less than 25.
Investment Strategy
GPWM Funds specializes in real estate investments, focusing on Qualified Opportunity Zone projects across the United States. The firm does not develop its own projects but partners with multiple developers, allowing it the flexibility to select regions and asset types with strong growth potential. Their strategy emphasizes diversification by investing in a mix of new developments and value-add renovation projects, applying a rigorous selection process to reduce concentration risk and maximize the long-term growth of investor portfolios. GPWM aims to deliver tax-advantaged returns while making a positive impact on local communities.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 12.74% | $20.9M | 281,062 | $79.48 | $74.37 | +$803.9K |
V VEA | VANGUARD TAX-MANAGED INTL FD | 12.24% | $20.1M | 335,129 | $49.30 | $59.92 | +$588.8K |
V VTEB | VANGUARD MUN BD FDS | 11.69% | $19.2M | 383,169 | $50.53 | $50.07 | +$537.0K |
V VV | VANGUARD INDEX FDS | 11.48% | $18.8M | 61,173 | $219.57 | $307.86 | +$1.3M |
V VB | VANGUARD INDEX FDS | 8.33% | $13.7M | 53,762 | $214.03 | $254.28 | +$911.8K |