Allocator Index · CRD 171822
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
117
Other individuals
59
HNW assets
$377.2M
Total AUM
$433.3M
Employees
4
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported (advises private funds per Item 7B).