Allocator Index · CRD 315584
Fit score
64
- real_estate_fund+40
- aum $100M-$250M+16
- employees 3-60+8
HNW clients
—
Other individuals
—
HNW assets
—
Total AUM
$202.0M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SORTIS OZ TUKWILA, LLC | Real Estate Fund | $5.3M |
| SORTIS OZ NIR, LLC | Real Estate Fund | $4.4M |
| SORTIS OPPORTUNITY ZONE FUND I LLC | Real Estate Fund | $2.8M |
| SORTIS RESCUE FUND, LLC | Private Equity Fund | $10.3M |