Allocator Index · CRD 127739
Fit score
98
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
231
Other individuals
—
HNW assets
$199.7M
Total AUM
$445.3M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| ALERA BRIDGE FUND LLC | Real Estate Fund | $39.3M |