Allocator Index · CRD 154708
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- employees 3-60+8
HNW clients
127
Other individuals
309
HNW assets
$128.0M
Total AUM
$260.5M
Employees
9
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| WINEBRENNER OPPORTUNITY ZONE FUND, LP | Hedge Fund | $23.1M |
| WINEBRENNER TOTAL RETURN FUND, L.P. | Hedge Fund | $19.2M |
| WINEBRENNER INCOME FUND, L.P. | Hedge Fund | $19.1M |
| WINEBRENNER REAL ESTATE FUND, LP | Hedge Fund | $12.3M |