Allocator Index · CRD 143588
Fit score
80
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
239
Other individuals
77
HNW assets
$2.27B
Total AUM
$2.86B
Employees
31
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| VERIS GLOBAL SUSTAINABILITY FUND, LLC | Other Private Fund | $124.1M |