Allocator Index · CRD 324941
Fit score
82
- hnw>=500+22
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw_majority+8
- employees 3-60+8
HNW clients
2,817
Other individuals
—
HNW assets
$384.9M
Total AUM
$643.2M
Employees
41
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported (advises private funds per Item 7B).