Allocator Index · CRD 133191
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
141
Other individuals
67
HNW assets
$637.0M
Total AUM
$670.0M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| TRINITY FUND I, LLC | Private Equity Fund | $1.5M |