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Data / Investment advisers / Missouri / Allocator Solutions, LLC

Allocator Solutions, LLC, St Louis, MO: $514 million AUM, SEC registered investment adviser

Allocator Solutions, LLC is an SEC registered investment adviser with its main office in St Louis, Missouri and reports $514 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include charitable organizations, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.

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Registration
SEC registered investment adviser
CRD number
337300
SEC file number
801-133802
SEC status
Approved, effective July 8, 2025
Main office
8301 Maryland Ave. Suite 300, St Louis, MO 63105
Phone
(314) 882-9442
Website
missionmultiplierfund.com
Regulatory AUM
$513,515,211 in the Form ADV filed March 25, 2026
Discretionary AUM
$513,515,211
Accounts
3
Employees
1, of which 1 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management
Private funds
1: 1 other private fund
Gross assets of private funds
$137,000
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 25, 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 typeClientsAUM
Charitable organizationsFewer than 5$286.3 million
Corporations or other businessesFewer than 5$227.1 million
Pooled investment vehicles1$137,000

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 ofAUMForm ADV filed
April 1, 2026$513.5 millionMarch 25, 2026
December 1, 2025$277.2 millionOctober 12, 2025

Other advisers in St. Louis

AdviserCityAUMPrivate fundsSource
Benjamin F. Edwards Wealth Management, LLCSt. Louis$705.4 millionNot listedadviserinfo.sec.gov
Monetary Management Group IncSt Louis$583.8 millionNot listedadviserinfo.sec.gov
Stieven Capital Advisors, L.P.St. Louis$563.4 million2adviserinfo.sec.gov
Wedgewood Partners, Inc.St Louis$560.7 millionNot listedadviserinfo.sec.gov
Orion Investment CoSt Louis$515.4 millionNot listedadviserinfo.sec.gov
Financial & Tax Architects, LLCSt. Louis$506.2 millionNot listedadviserinfo.sec.gov
Harbour Group Industries, Inc.St. Louis$448.3 million3adviserinfo.sec.gov
Cultivation Capital, LLCSt. Louis$416.4 million17adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.