Allocator Index · CRD 206517
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
424
Other individuals
0
HNW assets
$983.8M
Total AUM
$2.85B
Employees
13
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| PORT CAPITAL PARTNERS MULTI CAP FUND, LP | Hedge Fund | $390.7M |
| PORT CAPITAL SMALL CAP FUND, LP | Hedge Fund | $390.1M |
| PORT CAPITAL PARTNERS MULTI CAP FUND II, LP | Hedge Fund | $351.2M |
| PORT CAPITAL SMALL CAP FUND II, LP | Hedge Fund | $163.2M |
| S&P 500 INDEX EQUALLY WEIGHTED FUND, LP | Hedge Fund | $33.2M |