Allocator Index · CRD 299363
Fit score
82
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw_majority+8
- employees 3-60+8
- hnw>=5+4
HNW clients
12
Other individuals
—
HNW assets
$650.9M
Total AUM
$882.2M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CGA AWC FUND I, LLC | Real Estate Fund | $2.6M |
| AGING INNOVATION FUND I, LP | Venture Capital Fund | $23.4M |
| AWC OPPORTUNITY ZONE FUND I, LLC | Private Equity Fund | $17.2M |
| CASTELLAN VENTURE OPPORTUNITIES EVERGREEN I, LP | Venture Capital Fund | $15.9M |
| CGLHCC HOLDINGS, LLC | Venture Capital Fund | $360K |
| CGLV I, LP | Venture Capital Fund | $325K |
| CGRW QOZ LP | Venture Capital Fund | $107K |
| CGGD FRANCHISOR QOZ, LP | Private Equity Fund | $1 |