Allocator Index · CRD 287980
Fit score
98
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
236
Other individuals
219
HNW assets
$1.29B
Total AUM
$1.49B
Employees
38
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| BAYWOOD RANCH LP | Real Estate Fund | $1.5M |
| AWM VENTURES REAL ESTATE FUND I LP | Venture Capital Fund | $31.0M |
| AWM VENTURE FUND VI LP | Venture Capital Fund | $21.6M |
| AWM VENTURE FUND V LP | Venture Capital Fund | $20.9M |
| AWM VENTURE FUND IV, LP | Venture Capital Fund | $17.2M |
| AWM VENTURE FUND III, LLC | Venture Capital Fund | $8.1M |
| AWM VENTURE FUND II, LLC | Venture Capital Fund | $3.6M |
| AWM VENTURE FUND I LLC | Venture Capital Fund | $3.0M |
| AWM VENTURE OPPORTUNITY FUND I LLC | Venture Capital Fund | $1.0M |
| AWM VENTURES SPV III | Venture Capital Fund | $187K |