# Allocate Management Company, LLC

> Allocate Management Company, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 316814
- Filed as: ALLOCATE MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316814
- AdvisorCensus page: https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814

## Quick answers

**How is Allocate Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allocate Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Allocate Management Company, LLC located?**
Allocate Management Company, LLC's principal office is in Palo Alto, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Allocate Management Company, LLC registered with the SEC or a state?**
Allocate Management Company, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316814.

**How much does Allocate Management Company, LLC manage?**
Allocate Management Company, LLC reports $2,998,752,187 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (78% discretionary).

**How have Allocate Management Company, LLC's assets and staff changed since 2022?**
In the Form ADV data for Allocate Management Company, LLC: Regulatory assets under management: $145,284,000 in the October 2022 data and $2,998,752,187 in the October 2026 data, up 1964%. Total employees: 19 in October 2022 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allocate Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (99); high net worth individuals (59); other investment advisers (9).

**Does Allocate Management Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316814

**What changed in Allocate Management Company, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,137,251,892 to $2,998,752,187 (+40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,998,752,187
- Discretionary: $2,331,098,217
- Non-discretionary: $667,653,970

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 59 | $425,350,476 |
| Pooled investment vehicles (other than investment companies and business development companies) | 99 | $2,331,098,217 |
| Other investment advisers | 9 | $83,338,868 |
| Corporations or other businesses not listed above | Fewer than 5 | $158,964,626 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 16 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- allocate.co
- joinallocate.substack.com
- LinkedIn @allocateco
- X @joinallocate

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $145,284,000 | 19 | August 31, 2022 |
| October 2023 | $247,027,031 | 13 | September 12, 2023 |
| October 2024 | $482,048,447 | 15 | June 28, 2024 |
| October 2025 | $930,609,755 | 14 | June 30, 2025 |
| October 2026 | $2,998,752,187 | 16 | August 24, 2026 |

Regulatory assets under management: $145,284,000 in the October 2022 data and $2,998,752,187 in the October 2026 data, up 1964%.
Total employees: 19 in October 2022 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,137,251,892 to $2,998,752,187 (+40%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $930,609,755 to $2,137,251,892 (+130%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allocate Management Company, LLC (CRD 316814): Form ADV filing data as of October 2026.