Allocate Management Company, LLC

RIASEC RegisteredEst. 2022

Total AUM

$3B

Discretionary

$2.3B

78% of AUM

Avg account

$17.5M

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Palo Alto, California
CRD number: 316814
Registered since: September 30, 2022
Website: www.allocate.co
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles77.74%
HNWI14.18%
Corporations / Businesses5.3%
Other Investment Advisers2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Allocate Management Company, LLC is a privately held investment manager organized as an LLC and registered with the SEC (registered in 2022). It is organized and operated as a venture capital–focused manager and also functions in sponsor/GP and CPO/CTA roles for pooled vehicles. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals/small businesses and for pooled investment vehicles, and it performs selection-of-other-advisers duties. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor.