Allocator Index · CRD 728
Fit score
74
- hnw>=500+22
- aum $250M-$3.0B+22
- any_private_fund+22
- employees 3-60+8
HNW clients
525
Other individuals
666
HNW assets
$2.36B
Total AUM
$2.79B
Employees
39
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| ROTHSCHILD WV II, LP | Venture Capital Fund | $1.5M |