Allocator Index · CRD 169588
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
351
Other individuals
90
HNW assets
$883.3M
Total AUM
$1.0B
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CARAPACE BUFFERED DIVIDEND INCOME FUND SERIES - 1 OF CARAPACE FUNDS, LLC | Other Private Fund | $11.8M |
| CARAPACE BUFFERED DIVIDEND INCOME FUND SERIES -2 OF CARAPACE FUNDS, LLC | Other Private Fund | $11.7M |
| OLIVER LUXXE SMALL CAP EQUITY PRIVATE FUND - A SERIES OF CARAPACE FUNDS, LLC | Other Private Fund | $9.3M |