Allocator Index · CRD 110130
ALTFEST PERSONAL WEALTH MANAGEMENT
New York, NY · 212-406-0850 · linkedin.com/company/altfestpersonalwealthmanagement/
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
431
Other individuals
255
HNW assets
$1.64B
Total AUM
$1.8B
Employees
42
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| ALTFEST ALTERNATIVE VALUE FUND I, LLC | Hedge Fund | $12.6M |