Ledger.
Investor · San Diego, CA

Gupta Wealth Management, LLC

Open Gupta in the network graph →
Filings
22
SEC Form D
Connections
53
co-filers
Capital
$7.1M
across filings
Active
Jan 2014
to Jan 2026

Most-connected co-filers (53)

Ajay K. Gupta · Irvine, CA18 sharedLff Iv GP LLC · HANOVER, NH13 sharedTheodore Aronson · Philadelphia, PA12 sharedBradford E. Ali · Boston, MA12 sharedPatrick W. Agemian · George Town, Grand Cayman, Cayman Islands12 sharedShellback Capital, LP · Boston, MA12 sharedPhilip R. Cater · GEORGE TOWN, GRAND CAYMAN, Cayman Islands12 sharedJay R. Derrett · London, England, United Kingdom4 sharedCabot Square Capital Llp · London, England, United Kingdom4 sharedDonald R. Shassian · New York, NY4 sharedRichard H. Sauer · New York, NY4 sharedSusan E. Pravda · Boston, MA4 sharedJames B. Knapp · Phoenix, AZ4 sharedCabot Square Capital Llp · London, England, United Kingdom4 sharedCarole L. Downs · Phoenix, AZ4 sharedWyatt T. Dixon, Iii · Charlotte, NC4 sharedClive R. Punter · New York, NY4 sharedJodi H. Senese · New York, NY4 sharedJeremy J. Male · New York, NY4 sharedNancy H. Tostanoski · New York, NY4 sharedGWM Real Estate Partners 2015, LLC · San Diego, CA3 sharedRob F. Coltrin · Charlotte, NC2 sharedDan R. Rosenberg · London, England, United Kingdom2 sharedSophie R. Orgueil · London, England, United Kingdom2 shared

Recent filings (22)

Shellback Offshore Fund, Ltd.Jan 2026 · 3 co-filersShellback Offshore Fund, Ltd.Jan 2025 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2024 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2023 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2022 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2021 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2020 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2019 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2018 · 8 co-filersShellback Offshore Fund, Ltd.Jan 2017 · 8 co-filersGWM Bell Real Estate, LLCJan 2016 · 6 co-filers$6.0MGWM Capital Real Estate, LLCJan 2016 · 6 co-filers$5.3MGWM Capital Real Estate, LLCJan 2016 · 6 co-filers$5.3MShellback Offshore Fund, Ltd.Jan 2016 · 8 co-filersGWM Alpha Real Estate, LLCSep 2015 · 6 co-filers$6.3MCS Capital Partners V, L.P.Jun 2015 · 41 co-filers$537.5MShellback Offshore Fund, Ltd.Jan 2015 · 8 co-filersGWM Industrial S&G Investors, LLCDec 2014 · 6 co-filers$1.1MGWM MONTGOMERY RIVER INVESTORS, LLCDec 2014 · 6 co-filers$2.2MCS Capital Partners IV, L.P.Jul 2014 · 15 co-filers$255.0MShellback Offshore Fund, Ltd.Jan 2014 · 6 co-filersCS Capital Partners Marble L.P.Jan 2014 · 26 co-filers$81.8MCS Capital Partners IV, L.P.Nov 2011 · 15 co-filers$200.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Gupta in the interactive graph →