Allocator Index · CRD 324899
Fit score
62
- hnw>=500+22
- any_private_fund+22
- hnw_majority+8
- employees 3-60+8
- aum $10.0B-∞+2
HNW clients
691
Other individuals
289
HNW assets
$11.78B
Total AUM
$13.76B
Employees
59
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported (advises private funds per Item 7B).