Allocator Index · CRD 124272
Fit score
56
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 61-200+4
- aum $10.0B-∞+2
HNW clients
398
Other individuals
22
HNW assets
$11.28B
Total AUM
$12.48B
Employees
67
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported (advises private funds per Item 7B).