Allocator Index · CRD 107341
Fit score
58
- hnw>=500+22
- any_private_fund+22
- hnw_majority+8
- employees 61-200+4
- aum $10.0B-∞+2
HNW clients
850
Other individuals
229
HNW assets
$10.47B
Total AUM
$12.18B
Employees
169
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| RHF III HOLDING COMPANY, LLC | Private Equity Fund | $20.8M |
| LNWM RENEWABLE POWER FUND, LP (B) | Private Equity Fund | $18.4M |
| LRHF II HOLDING COMPANY, LLC | Private Equity Fund | $15.0M |