Allocator Index · CRD 134096
ACCUVEST GLOBAL ADVISORS, INC.
Provo, UT · 925-930-2882 · linkedin.com/in/compliance-accuvest-25459b101
Fit score
70
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=25+10
- hnw_majority+8
- employees 3-60+8
HNW clients
27
Other individuals
4
HNW assets
$45.0M
Total AUM
$630.5M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| MOSAIC EXODUS 1 LLC | Other Private Fund | $18.0M |