Allocator Index · CRD 332302
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
158
Other individuals
65
HNW assets
$275.4M
Total AUM
$404.7M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| OCM PW POSITRON QP, LLC | Venture Capital Fund | $24.4M |
| OCM PW LAMBDA QP, LLC | Private Equity Fund | $17.6M |
| OCM PW POSITRON LLC | Venture Capital Fund | $13.8M |
| OCM PRIVATE WEALTH ALTERNATIVE OPPORTUNITIES FUND I L.P. | Other Private Fund | $5.9M |
| OCM PW LAMBDA LLC | Private Equity Fund | $5.7M |
| OCM PRIVATE WEALTH ALTERNATIVE OPPORTUNITIES OFFSHORE FUND I L.P. | Other Private Fund | $5.7M |
| AO1 RHOBACK LLC | Private Equity Fund | $1.5M |