Allocator Index · CRD 283713
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
98
Other individuals
51
HNW assets
$439.4M
Total AUM
$642.4M
Employees
14
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| NEW SUMMIT IMPACT FUND II- B, L.P. | Venture Capital Fund | $28.1M |
| NEW SUMMIT IMPACT FUND III-B, LP | Venture Capital Fund | $27.8M |
| PRIVATE MARKET IMPACT FUND I, L.P. | Venture Capital Fund | $20.5M |
| INCOME & IMPACT FUND LLC | Other Private Fund | $18.1M |
| NEW SUMMIT IMPACT FUND II- A, L.P. | Venture Capital Fund | $8.6M |
| NEW SUMMIT IMPACT FUND III-A, LP | Venture Capital Fund | $7.6M |
| NEW SUMMIT IMPACT FUND IV, LP | Venture Capital Fund | $7.5M |