Multi-Family OfficeRIA · CRD 314820SEC-RegisteredPrivate Fund Adviser

Updated:

Allocations Inc.

Kingsley Advani built Allocations to automate SPV formation, now servicing over 10,000 funds and supporting vehicles managing over $2.2B in assets.

Allocations Inc.

Allocations Inc. was founded by Kingsley Advani, who has managed north of $1B in assets across private and public markets since 2013. Advani invested in over 200 companies, including unicorns like SpaceX, Ramp, Coinbase, and Robinhood, before launching Allocations to standardize SPV creation and administration. The platform automates legal, banking, and investor onboarding for SPVs and funds. Its customers include top VCs and syndicates. The firm's asset-class coverage spans venture capital, private equity, real estate, and art. Confirmed investments supported by the platform include SpaceX, OpenAI, and Anthropic (per firm website). Geographic focus is primarily North America. Allocations has a team with 60-plus years of private equity fund experience. The firm operates a secondary market through Allocations Securities, LLC (dba AllocationsX), a FINRA/SIPC member. In recent operational activity, the firm has continued scaling its platform to service over 10,000 private funds (per firm website, 2025). Allocations functions as both a technology platform and an RIA, operating a broker-dealer subsidiary for secondary transactions. This structure is unusual: it layers fund administration, compliance, and a secondary marketplace under one roof, creating a full-stack alternative to piecemeal SPV service providers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, 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

Sector focus

FinTechReal EstateVenture CapitalPrivate Equity

Frequently asked questions

Who runs investment decisions at Allocations?

Kingsley Advani is the Founder & CEO and makes final investment decisions. He has managed north of $1B in assets and personally invested in over 200 companies since 2013 (per firm website).

How does Allocations source proprietary deal flow?

Allocations does not originate proprietary deals. Instead, it provides a platform for syndicate leads, VCs, and fund managers to launch their own SPVs. The firm's deal flow comes from its user base of over 10,000 funds (per firm website).

Is Allocations structured as a single family office or does it operate more like a venture firm?

Allocations is a technology platform and registered investment adviser, not a family office. It operates a broker-dealer subsidiary, Allocations Securities, for secondary market transactions (per firm website).

Does Allocations participate in fund commitments or only direct deals?

Allocations itself does not make fund commitments. It provides infrastructure for others to raise and manage funds and SPVs. Kingsley Advani, as an individual, has made direct investments in over 200 companies (per firm website).

What investment stages does Allocations typically target?

The platform supports SPVs across all stages, from early-stage venture to real estate and art. Sample portfolio companies include SpaceX (growth-stage) and Ramp (early-stage) (per firm website).

Which sectors does Allocations explicitly avoid?

Allocations does not publicly disclose excluded sectors.

How is Allocations related to Allocations Securities?

Allocations Securities, LLC (dba AllocationsX) is a wholly owned subsidiary of Allocations, Inc. It operates as a FINRA/SIPC member broker-dealer providing a secondary market for private fund interests (per firm website).

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