Data / Investment advisers / California / Allocate Management Company, LLC
Allocate Management Company, LLC, Palo Alto, CA: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Allocate Management Company, LLC is an SEC registered investment adviser with its main office in Palo Alto, California and reports $3 billion in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include pooled investment vehicles, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 98 private funds.
The request: Watch Allocate Management Company, LLC (CRD number 316814): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 316814
- SEC file number
- 801-126667
- SEC status
- Approved, effective September 30, 2022
- Main office
- 502 Waverley Street Suite 2, Palo Alto, CA 94301
- Phone
- (650) 331-4151
- Regulatory AUM
- $2,998,752,187 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $2,331,098,217
- Non discretionary AUM
- $667,653,970
- Accounts
- 171
- Employees
- 16, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 98: 98 venture capital funds
- Gross assets of private funds
- $2,288,937,238
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 99 | $2.33 billion |
| High net worth individuals | 59 | $425.4 million |
| Corporations or other businesses | Fewer than 5 | $159 million |
| Other investment advisers | 9 | $83.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.00 billion | March 30, 2026 |
| December 1, 2025 | $2.14 billion | August 19, 2025 |
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| TCG Crossover Management, LLC | Palo Alto | $5.06 billion | 3 | adviserinfo.sec.gov |
| Sand Hill Global Advisors, LLC | Palo Alto | $4.39 billion | Not listed | adviserinfo.sec.gov |
| Altamont Capital Partners | Palo Alto | $4.02 billion | 31 | adviserinfo.sec.gov |
| Frank, Rimerman Advisors LLC | Palo Alto | $3.40 billion | Not listed | adviserinfo.sec.gov |
| Sylebra Capital LLC | Palo Alto | $2.90 billion | 3 | adviserinfo.sec.gov |
| Electric Capital Partners, LLC | Palo Alto | $2.88 billion | 29 | adviserinfo.sec.gov |
| Merk Investments LLC | Palo Alto | $2.54 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Allocate Management Company, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.