Allocator Index · CRD 165754
Fit score
57
- real_estate_fund+40
- hnw>=25+10
- aum $50M-$100M+7
HNW clients
48
Other individuals
211
HNW assets
$12.3M
Total AUM
$90.3M
Employees
1
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SVC II PARTNERS, LLC | Real Estate Fund | $6.2M |
| SVC IV PARTNERS, LLC | Real Estate Fund | $4.7M |
| SVC PARTNERS, LLC | Real Estate Fund | $4.0M |
| SVC III PARTNERS, LLC | Real Estate Fund | $2.4M |
| LAGNIAPPE OPPORTUNITY FUND, LLC | Private Equity Fund | $5.0M |