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ALLOCATE MANAGEMENT COMPANY, LLC
CRD 316814File 801-126667
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 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
- Website
- https://www.allocate.co
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 136 | 167 | increased by31 |
| Apr 1, 2026 | AUM | $2,137,251,892 | $2,998,752,187 | increased by$861,500,295 |
| Apr 1, 2026 | Accounts | 144 | 171 | increased by27 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 16 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 74 | 136 | increased by62 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $930,609,755 | $2,137,251,892 | increased by$1,206,642,137 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 80 | 144 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 14 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 74 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $145,284,000 | $930,609,755 | increased by$785,325,755 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 80 | increased by68 |
| Oct 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLOCATE MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLOCATE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.