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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.1B | $1.6B | $501.1M | 16 | 0 |
| Aug 2025 | $2.1B | $1.6B | $501.1M | 16 | 0 |
| Jun 2025 | $930.6M | $560.9M | $369.7M | 14 | 0 |
| Mar 2025 | $930.6M | $560.9M | $369.7M | 14 | 0 |
| Jun 2024 | $482M | $306.8M | $175.3M | 15 | 0 |
| Mar 2024 | $482M | $306.8M | $175.3M | 15 | 0 |
| Sep 2023 | $247M | $237.2M | $9.8M | 13 | 0 |
| Jun 2023 | $247M | $237.2M | $9.8M | 13 | 0 |
| Mar 2023 | $247M | $237.2M | $9.8M | 13 | 0 |
| Sep 2022 | $145.3M | $135.3M | $10M | 19 | 0 |
DateDec 2025
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$501.1M
Employees16
Clients0
DateAug 2025
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$501.1M
Employees16
Clients0
DateJun 2025
Total AUM$930.6M
Discretionary$560.9M
Non-Disc.$369.7M
Employees14
Clients0
DateMar 2025
Total AUM$930.6M
Discretionary$560.9M
Non-Disc.$369.7M
Employees14
Clients0
DateJun 2024
Total AUM$482M
Discretionary$306.8M
Non-Disc.$175.3M
Employees15
Clients0
DateMar 2024
Total AUM$482M
Discretionary$306.8M
Non-Disc.$175.3M
Employees15
Clients0
DateSep 2023
Total AUM$247M
Discretionary$237.2M
Non-Disc.$9.8M
Employees13
Clients0
DateJun 2023
Total AUM$247M
Discretionary$237.2M
Non-Disc.$9.8M
Employees13
Clients0
DateMar 2023
Total AUM$247M
Discretionary$237.2M
Non-Disc.$9.8M
Employees13
Clients0
DateSep 2022
Total AUM$145.3M
Discretionary$135.3M
Non-Disc.$10M
Employees19
Clients0