Private EquityRIA · CRD 314820Private Fund Adviser

Updated:

Allocations Advisers

Allocations was founded in 2019 by Kingsley Advani to standardize SPV formation and administration for investor syndicates and fund managers.

Allocations Advisers

Allocations was founded in 2019 by Kingsley Advani to standardize SPV formation and administration for investor syndicates and fund managers. The platform serves 30,000+ clients across 1,800+ private funds, with $3B+ in assets. It provides end-to-end SPV and fund launch, administration and tax services, and a secondary market through Allocations Securities, LLC dba AllocationsX.

General information

Firm type

Private Equity

Year founded

2019

Location

Region

North America

Country

United States

City

Tulsa

Corporate office

Dover, DE, United States

Principals

Kingsley Advani

Founder & CEO

Brian Fischer

Chief Operating Officer

Luis Brecci

Chief Revenue Officer

Kurt Nunez

Chief Compliance Officer

Richard Nicholls

Director of Project & Process Management

Rich Thoms

Director of Compliance

Taylor Coffelt

Vice President of Engineering

Titus Gulbis

Director of Legal Engineering

Blake Richards

Director of Accounting

Addhyan Negi

Director of Marketing

Sector focus

Private Equity

Frequently asked questions

Does Allocations Advisers participate in fund commitments or only direct deals?

The firm's investment structure — whether it makes direct investments, commits to third-party private equity funds, or operates a hybrid model — is not disclosed. No public records identify fund investments, co-investments, or syndicate participation. Without a named GP relationship, limited partner advisory board membership, or portfolio company registration that names the firm as an investor, the question cannot be answered from available public information.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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