Allocator Index · CRD 111162

OKABENA INVESTMENT SERVICES INC

Minneapolis, MN · 612-339-7151 · okabena.com

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

125

Other individuals

HNW assets

$486.5M

Total AUM

$2.12B

Employees

18

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
OKABENA PRIVATE MARKETS FUND, LLCHedge Fund$305.0M
OKABENA INTERNATIONAL EQUITY FUND, LLCHedge Fund$269.0M
OKABENA U.S. EQUITY FUND, LLCHedge Fund$213.3M
OKABENA MARKETABLE ALTERNATIVES FUND II, LLCHedge Fund$211.4M
OKABENA DIVERSIFIED EQUITY FUND, LLCHedge Fund$136.6M
OKABENA BOND FUND, LLCHedge Fund$121.2M
OKABENA MARKETABLE ALTERNATIVES FUND, LLCHedge Fund$106.8M
OKABENA SPECIAL OPPORTUNITIES FUND, LLCHedge Fund$45.8M
OKABENA OPPORTUNITIES FUND, LLCHedge Fund$26.2M
OKABENA FIXED INCOME FUND, LLCHedge Fund$9.1M