Allocator Index · CRD 174210
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
99
Other individuals
37
HNW assets
$941.6M
Total AUM
$1.18B
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SHEARWATER FUND, LP | Hedge Fund | $130.3M |
| PEREGRINE PRIVATE EQUITY FUND I LP | Private Equity Fund | $33.1M |
| PEREGRINE PRIVATE EQUITY FUND II LP | Private Equity Fund | $26.1M |
| PEREGRINE PRIVATE EQUITY FUND III LP | Private Equity Fund | $20.3M |
| PETREL CAPITAL FUND LP | Hedge Fund | $20.3M |