|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Allocate Management Company LLC
✚
|
|
|---|---|
| CRD # | 316814 |
| SEC # | 801-126667 |
| CIK # | |
| AUM | $930.6 M (2025-06-30) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 650-260-3431 |
| Address | 1300 El Camino Real Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 231.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 40 | 560.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 16.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 122.3 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 930.6 |
| By Discretionary | ||
| Discretionary | 40 | 560.9 |
| Non-Discretionary | 40 | 369.7 |
| Total | 80 | 930.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 99.0 | |
| United States Persons | 831.6 | |
| Total | 80 | 930.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Sydecar | 2809 | |||
| Theodore Stiefel | 386 | |||
| Allocate Management Company LLC | 52 | |||
| Saul Cardenas | 28 | |||
| Allocate - Master GP 1 LLC | 16 | |||
| Allocate Master GP 1 LLC | 13 | |||
| Allocate Partners GP I LP | 7 | |||
| Allocate Partners GP I LLC | 6 | |||
| Samir Kaji | 5 | |||
| Allocate Master SVP GP 1 LLC | 2 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cypress Point Wealth Management LLC
✚
|
TX | 1.1 |
|
Pharos Capital Group LLC
✚
|
TN | 1.1 |
|
Shade Tree Advisors LLC
✚
|
NY | 1.0 |
|
Hunter Perkins Capital Management LLC
✚
|
IL | 1.0 |
|
Berkeley Capital Partners LLC
✚
|
GA | 1.0 |
|
Freedom 3 Capital LLC
✚
|
NY | 0.9 |
|
FI3 Financial Advisors LLC
✚
|
IN | 0.9 |
|
Intertide Partners LLC
✚
|
IL | 0.9 |
|
Element Pointe Advisors LLC
✚
|
FL | 0.9 |
|
Greytown Advisors Inc
✚
|
FL | 0.8 |