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ALLOCATE MANAGEMENT COMPANY, LLC
CRD 316814 · SEC 801-126667
502 WAVERLEY STREET, SUITE 2, PALO ALTO, CA, 94301, United States
Phone
650-331-4151
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.00B
Discretionary AUM
$2.33B
Team
16 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $425.4M |
| Pooled investment vehicles | 99 | $2.33B |
| Other investment advisers | 9 | $83.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD