About this document
Addepar Family Office Sample Report by Shreyas T.C. is a document available to read on EtoBox.
- Author
- Shreyas T.C.
- Language
- EN
Addepar Family Office Sample Report by Shreyas T.C. is a document available to read on EtoBox.
The Family Office Quarterly Review for the period ending March 31, 2024, indicates a portfolio value of $290,414,406 with a total return of 1.47%, underperforming the S&P 500