Mandate & appetite
- Preferred strategies
- Real EstatePrivate Equity
- Target geographies
- North America
- Typical ticket
- —
- AUM
- ~$19B AUM
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Independent multi-family office / RIA (est. 1965, Cincinnati). ~$19B AUM, one of the largest independent wealth managers in the US; allocates client capital across real estate and alternatives. Wealth-channel distribution route.
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