Data / Form D filings / ALLOCATE HOLDINGS INC.
ALLOCATE HOLDINGS INC.: Form D filings
ALLOCATE HOLDINGS INC., an investing company in Palo Alto, CA, filed 2 Form D notices with the SEC between 2022 and 2025. The latest, on September 4, 2025, reports $43.1 million sold of a $45.7 million offering to 72 investors.
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Company details from the filing
- Address
- 502 Waverley Street, Ste. 2, Palo Alto, CA, 94301
- Phone
- (650) 331-4151
- Industry
- Investing
- Entity type
- Corporation
- Incorporated in
- Delaware
- Year incorporated
- 2021
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1916972
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 4, 2025 | New notice | $45,704,908 | $43,144,874 | $2,560,034 | 72 | Aug 21, 2025 | sec.gov |
| Mar 25, 2022 | New notice | $21,017,225 | $20,625,324 | $391,901 | 50 | Mar 18, 2022 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Samir Kaji | Executive Officer, Director | |
| Hana Yang | Director | |
| Carter Reum | Director |
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- Aspiriant Holdings, LLC $7.3 million · Oct 14, 2026
- NPX Exchange Ltd offering · Oct 8, 2026
- Sage AM Coinvest LP offering · Oct 6, 2026
Every Form D from the week of Sep 1, 2025 · All recent filings in California · All recent Investing filings
Read from SEC EDGAR. Amount sold is what ALLOCATE HOLDINGS INC. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.