Allocator Index · CRD 297527
Fit score
88
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=25+10
- hnw_majority+8
- employees 3-60+8
HNW clients
67
Other individuals
17
HNW assets
$602.0M
Total AUM
$866.1M
Employees
5
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CH NEON INV., LLC | Real Estate Fund | $16.3M |
| C-H HOTEL INVESTMENT I, LLC | Real Estate Fund | $5.3M |
| C-H HOTEL INVESTMENT 2, LLC | Real Estate Fund | $0 |
| CH PE INVESTMENT 1, LLC | Private Equity Fund | $5.0M |