Allocator Index · CRD 281838
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
89
Other individuals
60
HNW assets
$373.0M
Total AUM
$442.6M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| SWS ALTERNATIVE FUND I | Private Equity Fund | $2.4M |
| SWS ALTERNATIVE INVESTMENT FUND IV | Private Equity Fund | $2.3M |
| SWS ALTERNATIVE INVESTMENT FUND V LLC | Private Equity Fund | $1.8M |
| SWS ALTERNATIVE INVESTMENT FUND II | Private Equity Fund | $1.6M |
| SWS ALTERNATIVE INVESTMENT FUND III | Private Equity Fund | $1.4M |
| SWS ALTERNATIVE INVESTMENT FUND VI LLC | Private Equity Fund | $850K |
| SWS ALTERNATIVE INVESTMENT FUND V LLC SERIES B | Private Equity Fund | $850K |
| SWS ALTERNATIVE INVESTMENT FUND VII | Private Equity Fund | $720K |
| SWS ALTERNATIVE INVESTMENT FUND V LLC SERIES C | Private Equity Fund | $500K |
| VECTOR EDGE FUND | Hedge Fund | $250K |