Allocator Index · CRD 145108
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
218
Other individuals
117
HNW assets
$1.04B
Total AUM
$1.37B
Employees
17
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| BLACK DIAMOND FINANCIAL - ACCESS HOLDINGS FUND II | Private Equity Fund | $4.0M |
| BLACK DIAMOND FINANCIAL SOFTWARE FUND, L.P. | Private Equity Fund | $2.0M |
| BDF GP SOLUTIONS FUND, L.P. | Private Equity Fund | $0 |