Allocator Index · CRD 155682
Fit score
70
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=25+10
- hnw_majority+8
- employees 3-60+8
HNW clients
57
Other individuals
31
HNW assets
$326.3M
Total AUM
$495.6M
Employees
24
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| PIEDMONT PARTNERS FUND, LLC | Other Private Fund | $118.9M |