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Allocations Inc.
Allocations Inc. is an SEC-registered investment adviser with headquarters in Tulsa, Oklahoma. It advises clients on investments. The firm is based in Oklahoma.
Allocations Inc.
Allocations Inc. is an SEC-registered investment adviser with headquarters in Tulsa, Oklahoma. It advises clients on investments. The firm is based in Oklahoma.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Tulsa
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
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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