Allocator Index · CRD 151151
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- employees 3-60+8
HNW clients
91
Other individuals
141
HNW assets
$295.7M
Total AUM
$375.0M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CANYON CREEK INVESTMENT FUND I, LLC | Other Private Fund | $13.5M |