Allocator Index · CRD 162855
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
HNW clients
199
Other individuals
—
HNW assets
$646.0M
Total AUM
$1.12B
Employees
1
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| TRANSITIONAL FUNDING PARTNERS L.P. | Other Private Fund | $25.2M |