Allocator Index · CRD 306186
Fit score
88
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=25+10
- hnw_majority+8
- employees 3-60+8
HNW clients
29
Other individuals
8
HNW assets
$219.7M
Total AUM
$413.5M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CWG CRYSTAL PARTNERS | Real Estate Fund | $10.0M |
| CWG - SUNLAKE PARTNERS | Real Estate Fund | $3.2M |
| CWG CARY RETAIL PARTNERS | Real Estate Fund | $3.0M |
| CLEARWELL HOSPITALITY ACCESS FUND I | Real Estate Fund | $2.1M |
| CWG - DEV I | Real Estate Fund | $1.8M |
| CLEARWELL DEVELOPMENT PARTNERS I | Real Estate Fund | $1.2M |
| CLEARWELL DEVELOPMENT PARTNERS II | Real Estate Fund | $407K |
| CWG - COFFEE ROAD PARTNERS | Real Estate Fund | $168K |
| CLEARWELL INVESTMENT PARTNERS SERIES C | Private Equity Fund | $43.4M |
| CLEARWELL INVESTMENT PARTNERS A-1, LLC | Other Private Fund | $21.3M |
| FUND 101 | Private Equity Fund | $19.3M |
| CLEARWELL INVESTMENT PARTNERS SERIES B-1 | Private Equity Fund | $14.1M |
| CLEARWELL INVESTMENT PARTNERS SERIES B | Private Equity Fund | $14.0M |
| CLEARWELL GROUP INVESTORS IV | Private Equity Fund | $12.8M |
| CLEARWELL INVESTMENT PARTNERS SERIES B-2 | Private Equity Fund | $12.6M |
| CLEARWELL GROUP INVESTORS | Private Equity Fund | $9.5M |
| CWG - INDUSTRIAL | Private Equity Fund | $8.9M |
| CLEARWELL GROUP INVESTORS II | Private Equity Fund | $8.4M |
| FUND 100 | Private Equity Fund | $6.5M |
| CLEARWELL GROUP INVESTORS III | Private Equity Fund | $3.7M |
| CLEARWELL GROUP INVESTORS V | Private Equity Fund | $963K |
| CLEARWELL INVESTMENT PARTNERS SERIES B-3 | Private Equity Fund | $400K |
| CLEARWELL ENVIRONMENTAL PARTNERS | Private Equity Fund | $0 |