Allagash Opportunity Zone Partners LLC - Assets, Funds, Holdings
Allagash Opportunity Zone Partners LLC
CRD # 299503
SEC # 801-117181
CIK #
AUM
Employees
5 (60% Investors, 20% Brokers)
Fees
Minimum
Phone 703-344-4478
Address 20130 Lakeview Center Plaza Ashburn, VA 20247
Source
[IAPD]
Total AUM ($M)
6.0 4.8 3.6 2.4 1.2 0.0 2009 2014 2019 2025
Account Minimums and Types of Clients — Form ADV Part 2A (7/17/2019)
[Brochure]
Item 7. – Types of Clients
The firm’s only clients will be funds such as the Fund or specified investment vehicles such as the
MM LLC. The firm will not have clients that are individual (natural person) investors.
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
0
0.0
(b) Individuals (high net worth individuals)
0
0.0
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
1
5.8
(g) Pension and profit sharing plans
0
0.0
(h) Charitable organizations
0
0.0
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above
0
0.0
(n) Other
0
0.0
Total
1
5.8
By Discretionary
Discretionary
1
5.8
Non-Discretionary
0
0.0
Total
1
5.8
By Non-United States Persons
Non-United States Persons
0.0
United States Persons
5.8
Total
1
5.8
Firm Profile (Form ADV)
Serves Institutional
Fund Types Real Estate
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