Wilshire Quinn Capital, INC.

Fee-Only (% of Portfolio)

Wilshire Quinn Capital advises the Wilshire Quinn Income Fund, a pooled investment vehicle that originates short-term bridge loans on investment properties, primarily in California. The fund pays monthly distributions to its members. Wilshire Quinn Capital manages the fund's investments and makes all major investment decisions. Investors in the fund must be accredited and sophisticated in financial matters.

Assets Under Management$190M
Clients1
Advisors1
Avg. per Client$190M
Avg. per Advisor$190M

Fee Structure

Investment management only (planning not offered)

Wilshire Quinn Capital manages the Wilshire Quinn Income Fund and receives compensation as follows:

  • Asset Management Fee: 2% of the total fund capital, calculated and paid monthly.
  • Net Profits Participation: 20% of the net profits, distributed monthly.
  • Loan Servicing Fee: Up to 0.5% of the principal amount of each fund loan, payable monthly, if Wilshire Quinn Capital services the loans itself.
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Location

1 Advisors at this firm

Wilshire Quinn Capital, INC. | TrueAdvisor