Allocator Index · CRD 132844
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
126
Other individuals
—
HNW assets
$520.4M
Total AUM
$2.14B
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| NFC PARTNERS, LLC | Hedge Fund | $150.3M |
| NFC INSURANCE PARTNERS, LLC | Hedge Fund | $130.5M |
| WBL PARTNERS, LLC | Private Equity Fund | $44.0M |
| NFC ARIZONA RENEWABLES, LLC | Private Equity Fund | $34.0M |
| KNOX HOLDINGS, LLC | Private Equity Fund | $6.1M |
| DELEO HOLDINGS, LLC | Other Private Fund | $0 |