Allocator Index · CRD 107978
Fit score
98
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
259
Other individuals
151
HNW assets
$1.12B
Total AUM
$1.4B
Employees
24
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| HFS SF APARTMENTS II, LP | Real Estate Fund | $17.0M |
| HFS SMALL BALANCE RE I, LP | Real Estate Fund | $15.3M |
| HFS RICHARDSON OFFICE, LP | Real Estate Fund | $13.4M |
| HFS WACO APARTMENTS, LP. | Real Estate Fund | $12.1M |
| HFS HOUSTON SENIORS IL, LP | Real Estate Fund | $6.7M |
| HFS HAMPTON ROAD, LP | Real Estate Fund | $4.4M |
| HFS NLA OCEANSIDE, LP | Real Estate Fund | $4.3M |
| HFS ROYSE CITY LAND, LP | Real Estate Fund | $4.3M |
| HFS ROARING FORK, LP | Real Estate Fund | $3.5M |
| HFS PHOENIX 07 FUND LP | Real Estate Fund | $3.0M |
| HFS LAKELAND FL RETAIL, LP | Real Estate Fund | $2.3M |
| HFS LAND FUND LP | Real Estate Fund | $744K |
| HFS WESTLAND GA LOTS, LP | Real Estate Fund | $626K |
| HFS MAPLE CROSSING, LP | Real Estate Fund | $616K |
| HFS LAND FUND II, LP | Real Estate Fund | $355K |
| HFS LITTLE ROCK OFFICE, LP | Real Estate Fund | $341K |
| HFS NLA CA, LP | Real Estate Fund | $0 |
| HMPF 2022, LP | Real Estate Fund | $0 |
| HFS LAREDO INDUSTRIAL, LP | Real Estate Fund | $0 |
| HFS PHOENIX 11 FUND LP | Real Estate Fund | $0 |
| HFS-SLJ MINERAL PARTNERS IV, LP | Other Private Fund | $27.4M |
| HFS MINERAL PARTNERS V, LP | Other Private Fund | $27.0M |
| HFS-SLJ MINERAL PARTNERS - III | Other Private Fund | $23.9M |
| HFS-SLJ MINERAL PARTNERS - II | Other Private Fund | $12.2M |
| HFS MINERAL PARTNERS VI, LP | Other Private Fund | $11.5M |
| HFS ORRI FUND 2023, LP | Other Private Fund | $11.4M |
| HFS BXP III, LP | Other Private Fund | $9.9M |
| HFS ID FUND LP | Hedge Fund | $5.0M |
| HFS-SLJ MINERAL PARTNERS - I | Other Private Fund | $4.2M |
| HFS BXP II, LP | Other Private Fund | $2.8M |
| HFS BXP I, LP | Other Private Fund | $0 |