Allocator Index · CRD 323879
TRADEWINDS WEALTH MANAGEMENT
Portland, OR · 503-673-2828 · facebook.com/tradewindswm
Fit score
56
- any_private_fund+22
- aum $100M-$250M+16
- hnw>=25+10
- employees 3-60+8
HNW clients
28
Other individuals
232
HNW assets
$47.9M
Total AUM
$135.1M
Employees
4
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| AEOVIA HEDGED EQUITY FUND, LP | Hedge Fund | $7.3M |