# Allocator Solutions, LLC

> Allocator Solutions, LLC is an SEC-registered investment advisory firm in St Louis, MO, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 337300
- Filed as: ALLOCATOR SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337300
- AdvisorCensus page: https://advisorcensus.com/firm/allocator-solutions-llc-st-louis-mo-337300

## Quick answers

**How is Allocator Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allocator Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Allocator Solutions, LLC located?**
Allocator Solutions, LLC's principal office is in St Louis, MO, according to its Form ADV.

**Is Allocator Solutions, LLC registered with the SEC or a state?**
Allocator Solutions, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337300.

**How much does Allocator Solutions, LLC manage?**
Allocator Solutions, LLC reports $513,515,211 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Allocator Solutions, LLC's assets and staff changed since 2025?**
In the Form ADV data for Allocator Solutions, LLC: Regulatory assets under management: $0 in the October 2025 data and $513,515,211 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allocator Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Allocator Solutions, LLC use?**
Allocator Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc., Julius Baer Securities Inc. and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Allocator Solutions, 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/337300

**Does Allocator Solutions, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "There is $50,000,000 minimum account size to open and maintain an advisory account. ASLLC may, at its sole discretion, agree to accept a client with a lower account size."

**What changed in Allocator Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $277,191,456 to $513,515,211 (+85%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)

> There is $50,000,000 minimum account size to open and maintain an advisory account. ASLLC may, at its sole discretion, agree to accept a client with a lower account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BofA Securities, Inc.
- Julius Baer Securities Inc.
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $513,515,211
- Discretionary: $513,515,211
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $137,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $286,251,642 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $227,126,569 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- missionmultiplierfund.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 17, 2025 |
| October 2026 | $513,515,211 | 1 | March 25, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $513,515,211 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $277,191,456 to $513,515,211 (+85%).

### December 2025
- Regulatory assets under management went from $0 to $277,191,456.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allocator Solutions, LLC (CRD 337300): Form ADV filing data as of October 2026.