Allocator Index · CRD 327580
Fit score
64
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw_majority+8
- employees 3-60+8
- hnw>=5+4
HNW clients
5
Other individuals
—
HNW assets
$213.8M
Total AUM
$636.4M
Employees
14
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| 503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND II, LP | Hedge Fund | $90.9M |
| 503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND III, LP | Hedge Fund | $74.7M |
| 503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND IV, LP | Hedge Fund | $60.0M |
| 503 EDUCATION ADVANCEMENT FUND, LP | Hedge Fund | $48.4M |
| 503 CAPITAL PARTNERS SPECIAL SITUATION CREDIT FUND I, LP | Hedge Fund | $40.3M |
| 503 CAPITAL PARTNERS EDUCATION OPPORTUNITIES FUND, LP | Hedge Fund | $15.2M |
| 503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND I, LP | Hedge Fund | $8.4M |
| 503 CAPITAL PARTNERS DIRECT MUNICIPAL OPPORTUNITIES FUND, LP | Hedge Fund | $266K |