Allocator Index · CRD 127902
Fit score
64
- hnw>=500+22
- any_private_fund+22
- hnw_majority+8
- aum $3.0B-$10.0B+8
- employees 61-200+4
HNW clients
846
Other individuals
714
HNW assets
$3.04B
Total AUM
$4.07B
Employees
92
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| KPAM TACTICAL ALPHA FUND, LP | Hedge Fund | $32.1M |
| ENDEAVOR PRIVATE CREDIT FUND I, LP | Hedge Fund | $1.5M |
| KEEL POINT DISTRESSED ACCESS FUND, LLC | Private Equity Fund | $641K |