Allocator Index · CRD 110026
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
302
Other individuals
58
HNW assets
$1.45B
Total AUM
$2.46B
Employees
15
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| S & CO. SPECIAL EQUITY FUND, LLC | Other Private Fund | $326.3M |
| S & CO. INVESTMENT FUND IV, LLC | Other Private Fund | $154.5M |
| S & CO. HEALTH SCIENCES FUND, LLC | Other Private Fund | $142.8M |
| S & CO. INTERNATIONAL FUND, LLC | Other Private Fund | $116.7M |
| S & CO. OPPORTUNITY FUND, LLC | Other Private Fund | $67.5M |
| S & CO ENVIRONMENTAL SUSTAINABILITY FUND | Other Private Fund | $13.4M |