ALLOCATE MANAGEMENT COMPANY, LLC

other names
  • ALLOCATE MANAGEMENT COMPANY, LLC

Adviser Profile
As of Date 12/22/2025
ADV Location PALO ALTO, CA, United States
Adviser Type - Large advisory firm
Number of Employees 16 7%
of those in investment advisory functions 4 -20%
Registration SEC, Approved, 09/30/2022
Other registrations (1)
AUM* 2,137,251,892 343%
of that, discretionary 1,636,191,800 433%
Private Fund GAV* 1,746,368,012 184%
Avg Account Size 14,842,027 39%
% High Net Worth 38.03% 43%
SMA’s No
Private Funds 156 99
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

237M 203M 169M 136M 102M 68M 34M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count53 GAV$54,600,000
Fund TypeVenture Capital Fund Count85 GAV$1,690,963,012
Fund TypeOther Private Fund Count18 GAV$805,000

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