Asset ManagerRIA · CRD 133846SEC-Registered

Updated:

OFC Wealth Management

OFC WEALTH MANAGEMENT is an SEC-registered investment adviser since 2024. The firm manages approximately $183 million in regulatory assets. It has 2 employees...

OFC Wealth Management

OFC WEALTH MANAGEMENT is an SEC-registered investment adviser since 2024. The firm manages approximately $183 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

1998

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Los Angeles, CA, United States

Principals

Mark J. Weiskind

Founder & CEO

Sector focus

Real EstatePrivate CreditInsurance

Frequently asked questions

Who runs investment decisions at OFC Wealth Management?

Mark J. Weiskind, the firm's founder and CEO, leads investment decisions. He has directed the firm's acquisition strategy since its founding in 1998, overseeing the sourcing, underwriting, and structuring of commercial real estate investments. The firm does not publicly list additional members of an investment committee.

What is OFC's investment model — do they operate as a fund or a deal-by-deal syndicator?

OFC operates primarily as a deal-by-deal syndicator rather than a blind-pool fund manager. The firm sources specific commercial real estate properties, structures them for tenant-in-common or similar co-ownership formats, and raises equity from its network of accredited individual investors for each transaction. Investors participate on a per-deal basis, selecting the specific properties in which they invest.

How does OFC Wealth Management source its deals?

OFC sources acquisitions through a combination of broker relationships, direct seller outreach, and its track record as an active buyer in the secondary and tertiary commercial real estate markets. The firm typically targets off-market or lightly marketed transactions where its ability to close with certainty as an all-cash or structured buyer provides a negotiating advantage. Specific sourcing partnerships are not publicly detailed.

What types of properties does OFC typically acquire?

OFC concentrates on necessity-anchored retail centers, medical office buildings, and multifamily properties located in secondary and tertiary markets across the United States. These property types share characteristics OFC targets: long-term leases with creditworthy tenants, stable occupancy histories, and cash-flow visibility that supports the distribution yields expected by its individual investor base.

Is OFC Wealth Management a registered investment advisor?

OFC operates as a real estate sponsor and asset manager, not as a traditional registered investment advisor managing discretionary portfolios. The firm acquires, manages, and disposes of commercial properties on behalf of investors who participate on a per-deal basis. Investors considering participation should conduct their own due diligence on OFC's regulatory status at the time of investment, as registration requirements evolve with business model changes.

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