Allocator Index · CRD 107794
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
219
Other individuals
—
HNW assets
$1.07B
Total AUM
$1.22B
Employees
7
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| FORT NELSON PARTNERS, LP | Hedge Fund | $17.8M |