Allocator Index · CRD 147532
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
109
Other individuals
—
HNW assets
$422.0M
Total AUM
$1.77B
Employees
5
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND V LLC | Other Private Fund | $300.0M |
| MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND VI LLC | Other Private Fund | $287.2M |
| MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND VII LLC | Other Private Fund | $249.3M |
| MAINLINE WEST PRIVATE CLIENT TRUST II LLC | Other Private Fund | $209.1M |
| MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND VI-5 | Other Private Fund | $167.2M |
| MAINLINE WEST PRIVATE CLIENT TRUST I LLC | Other Private Fund | $70.9M |
| MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND VIII, LLC | Other Private Fund | $43.9M |