# Allocate Management Company

Allocate Management Company is a Generic based in Palo Alto, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** Palo Alto, United States
- **Region:** North America
- **Address:** Menlo Park, United States
- **Founded:** 2022
- **Assets under management:** $4.9B+
- **Website:** https://www.allocate.co
- **LinkedIn:** https://www.linkedin.com/company/allocateco

## Regulatory record

- **CRD number:** 316814
- **SEC file number:** 801-126667
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316814

## About

Allocate Management Company is an SEC-registered investment adviser in Palo Alto, CA, registered since 2022. The firm manages $3.0 billion in assets, with $2.3 billion on a discretionary basis. It has 16 employees and 4 investment advisers.

## Sectors

- Venture Capital

## Questions

### What is Allocate Management Company's reported AUM?

Research records list an estimated 307 million USD under management.

### Does Allocate Management Company make direct investments?

Available data indicate a fund-of-funds model with no direct company positions noted.

### Which asset classes does Allocate Management Company target?

The firm focuses on venture capital through multiple generalist mandates.

### Where is Allocate Management Company headquartered?

The firm is based in Menlo Park, United States.

### Are any principals or team members named publicly?

No named principals or professionals are recorded in the consulted sources.

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- [Momentum Investments](https://altss.com/profile/momentum-investments)
- [Vesta Wealth Management](https://altss.com/profile/vesta-wealth-management-llc)

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Last updated: 2026-07-10T19:24:48.000Z

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