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ALLOCATE MANAGEMENT COMPANY, LLC
CRD 316814File 801-126667
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.00B
Top 25% of cohort (national)
Discretionary AUM
$2.33B
Non-discretionary $667.7M
Clients
167
171 accounts
Employees
16
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 30, 2022
- Principal office
- 502 WAVERLEY STREET, SUITE 2, PALO ALTO, CA, 94301
- Phone
- 650-331-4151
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.00B
- Discretionary AUM
- $2.33B
- Non-discretionary AUM
- $667.7M
- Discretionary accounts
- 99
- Non-discretionary accounts
- 72
- Total accounts
- 171
- AUM per client
- $18.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $159.0M |
| Other investment advisers | 9 | $83.3M |
| High net worth individuals | 59 | $425.4M |
| Pooled investment vehicles | 99 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.