ALLOCATE MANAGEMENT COMPANY, LLC
CRD #316814 SEC #801-126667 PALO ALTO, CA 650-331-4151
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$1.6B
Employees
16
Clients
--
Accounts
144
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CHIEF OPERATING OFFICER | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CHIEF OPERATING OFFICER | NA | Control |
| CARDENAS, SAUL, ANDRES | I | SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CHIEF OPERATING OFFICER | NA | Control |
| CRONIN, DANIEL, PATRICK | I | DIRECTOR, HEAD OF ADVISOR RELATIONSHIPS | NA | Control |
| CRONIN, DANIEL, PATRICK | I | DIRECTOR, HEAD OF ADVISOR RELATIONSHIPS | NA | Control |
| CRONIN, DANIEL, PATRICK | I | DIRECTOR, HEAD OF ADVISOR RELATIONSHIPS | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| EPSTEIN, PETER, JASON | I | DIRECTOR, MANAGING DIRECTOR | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Kaji, Samir, Surjit | I | DIRECTOR, PRESIDENT, INVESTMENT COMMITTEE MEMBER | NA | Control |
| Miller, Coleman, Chandler | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH-ROOS, ASHLEY, DOLORES | I | CHIEF COMPLIANCE OFFICER | NA | |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| YANG, HANA | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| ALLOCATE HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Kaji, Samir, Surjit | I | ALLOCATE HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (1)
CA
Address
502 WAVERLEY STREETSUITE 2
PALO ALTO, CA 94301
United States
Phone: 650-331-4151