Allocator Index · CRD 153940
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
295
Other individuals
245
HNW assets
$2.33B
Total AUM
$2.88B
Employees
22
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| LMA BALANCED SEGREGATED PORTFOLIO | Other Private Fund | $76.7M |