Allocator Index · CRD 120780
Fit score
64
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw_majority+8
- employees 3-60+8
- hnw>=5+4
HNW clients
19
Other individuals
0
HNW assets
$365.1M
Total AUM
$493.8M
Employees
3
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| TREBLE RANGE PARTNERS III, LLC | Private Equity Fund | $16.8M |
| TREBLE RANGE PARTNERS, LLC | Private Equity Fund | $12.4M |
| SOUTHEASTERN MICRO-CAP FINANCIAL SERVICES FUND, LP | Hedge Fund | $6.9M |
| GULFSTREAM NORDIC HOLDINGS, LLC | Private Equity Fund | $2.4M |