Vipul N Shah

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Edward Jones
  St Louis, MO
• 09/2024 → 12/2024
  Self Employed Consultant
  Seattle, WA
• 02/2024 → 08/2024
  Unemployed
  Seattle, WA
• 04/2012 → 01/2024
  Ondine Biomedical Inc / Ondine Research Laboratories, Inc
  Bothell, WA

Other Businesses

Realty Mogul I REIT/LA, CA Start date: 11/23/26 Hrs week & trading: 0 LPT Ondine /Seattle WA Date: 02/25/25 Hrs week & trading: 0 Elite Sports Invmts LLC Investment in Private Equity Sheridan, WY Start date: 4/19/24 Hrs wk & trading: 0 Inv in a Private Equity Professional Sports Fund Chui Investments LLC Real Estate & Private Equity Sheridan, WY Start date: 4/22/24 Hrs wk & trading: 0 Mgmt Sigona Investments LLC Real Estate Sea, WA Start date: 6/27/24 Hrs wk & trading: 0 LLC has no inv properties CAZ GP Ownership Class F Fund - TE, L.P. Private Equity GP Investment Hou, TX Start date: 8/27/24 Hrs wk & trading: 0 CAZ Professional Sports Fund Inv Hou, TX Start date: 12/10/24 Hrs wk & trading: 0 Langata LLC Kalispell, MT Start date: 2/1/23 Hrs wk & trading: 0 LLC has no inv properties Clairmont GP Fund III LP REIT / Burbank, CA Start date: 5/30/23 Hrs wk & trading: 0 North Park Titleholder LLC - San Diego REIT / Potomac, MD Start date: 9/21/22 Hrs wk & trading: 0 Equity Multiple 115 LLC - HOU REIT / NY Start date: 9/30/21 Hrs wk & trading: 0 BV Galveston Land LLC REIT / DAL TX Start date: 12/10/21 Hrs wk & trading: 0 2220 11th Apartments LLC REIT Wash DC Start date: 12/1/20 Hrs wk & trading: 0 Baltimore Hotel XIV Investors LLC Rental Property Chevy Chase, MD Start date: 6/16/20 Hrs wk & trading: 0 C-4 Investors, LLC REIT / Malibu, CA Start date: 11/9/20 Hrs wk & trading: 0 AWi Redmond Inv 2 LLC REIT/ ATL, GA Start date: 4/8/19 Hrs wk & trading: 0 43rd St Hotel Partners, LLC REIT Gainesville, FL Start date: 5/31/19 Hrs wk & trading: 0 Tapestry Senior Housing Dev Moon, LLC REIT / Bloomington, MN Start date: 7/21/19 Hrs wk & trading: 0 Equity Multiple 93 LLC - Greenville REIT New York, NY Start date: 12/13/2019 LPT Qualified Opportunity Zone LLC REIT /Wash, DC Start date: 12/16/19 Hrs wk & trading: 0 Smartcap Opportunity Zone Fund 2, LLC REIT / Redmond, WA Start date: 12/31/19 Hrs wk & trading: 0 Smartcap CRE Value Fund 2 LLC REIT Redmond, WA Start date: 12/31/19 Hrs wk & trading: 0 Equity Multiple 88 LLC - Atlanta REIT / NY Start date: 12/31/19 Hrs wk & trading: 0 EquityMultiple 50 LLC - W. Hollywood REIT / NY Start date: 5/23/18 Hrs wk & trading: 0 BV Capital Multifamily Fund I LLC REIT / DAL TX Start date: 11/23/18 Hrs wk & trading: 0 Redhawk Resources Fund II, LP oil & gas / Dallas TX 6/30/17 Hrs wk & trading: 0 EquityMultiple 37 LLC - TWU Student REIT / NY Start date: 8/28/17 Hrs wk & trading: 0 Equity Multiple 26 LLC - Memphis REIT / NY, NY Start date: 12/11/16 Hrs week & trading: 0 LPT Gigiri LLC Real Estate holdings Seattle, WA Start date: 11/12/15 Hrs wk & trading: 0 RE Land in Bainbridge Island Equity Multiple 26 LLC - Memphis Real Estate Bainbridge Island, WA Start date: 6/30/14 Hrs week & trading: 0 LPT Pacific West Real Estate Income Fund, LLC Real Estate Bainbridge Island, WA Start date: 6/30/14 Hrs wk & trading: 0 Chicago Self Storage III REIT / Danville, CA Start date: 7/28/14 Hrs week & trading: 0 LPT Residential Real Estate Sea, WA Start date: 5/8/07 Owner Hrs wk & trading: 0 Residential Rental - Ravenna 05/08/07 Owner /Seattle WA Hrs week & trading: 0 Playas de Rosarito Land real estate investment Rosarito, BC Start date: 1/26/2006 Hrs week & trading: 0 LPT Fundrise REIT / Wash, DC Start date: 8/12/06 Hrs week & trading: 0 LPT Meso LLC Restaurant/Beverage 1/3/03 Member /Seattle WA Hrs week & trading: 0 Restaurant & Beverage Seattle, WA Start date: 1/3/03 Hrs per week & trading: 0 Mgmt Rental Type: Residential Real Estate Date: 06/30/87 Title: Owner Hrs wk & trading: 0 Manage Rental - Real estate is leased on an annual basis with the last five years leased to a company that takes care of disabled people. City-State: Shoreline, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04