Search
⚲

Type	Result	AUM ($B)

Townsend Balanced Real Estate Fund
Firm	Townsend Holdings LLC ✚
Fund #	805-6127063283
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	TTG Core Plus Investments LLC
Custodian
Auditor	Ernst & Young LLP, Deloitte & Touche LLP
Marketer	Bordeaux Wealth Advisors, Doyenne Wealth Advisors, Aon Securities LLC, Corient, Foreside Fund Services LLC, Portola Partners, Galileo Planning Group Inc, Relative Value Partners LLC, Brownson Rehmus & Foxworth Inc
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
REI Wealth Management LLC ✚		0.2
RLH Capital LLC ✚		0.2
Springhouse Capital Management LP ✚		0.2
Kingdom Legacy Advisors Corporation ✚		0.2
Hummer Financial Advisory Services Inc ✚		0.2
Monson Wealth Management LLC ✚		0.2
Covestor Ltd ✚		0.2
CF Capital LLC ✚		0.2
NorthStar Financial Advisors Inc ✚		0.2
Monterone Partners LLP ✚		0.2

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212302096, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315775832