ALLOCATE MANAGEMENT COMPANY, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,998,752,187
Discretionary
$2,331,098,217
Non-discretionary
$667,653,970
Firm details
- CRD number
- 316814
- SEC file number
- 801-126667
- Main office
- PALO ALTO, CA, United States
- Employees
- 16
- SEC status
- Approved
- Website
- https://twitter.com/joinallocate
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.