Allocate

Allocate provides the operational backbone for advisors to run private markets programs — from deal curation and diligence workflows to white-labeled feeder vehicles and unified portfolio tracking. It aggregates sub-minimum LP commitments into a single position, removing the administrative burden from both the advisor and the fund manager.

Allocate is a technology and infrastructure provider that also acts as a general partner or fund administrator for vehicles it creates on behalf of advisor clients. It does not deploy proprietary capital as a principal investor; its model is to enable others to access private markets.

Through a network of more than 1,500 vetted private asset managers spanning venture capital, growth equity, buyout, and private credit. Opportunities are curated and standardized on the platform for advisor review, not sourced through proprietary origination by Allocate itself.

Allocate has not publicly disclosed its principals or the specific wealth origin backing The Coterie Management Co. The firm has raised over $60 million from institutional investors, but leadership and founding year remain unstated in available public sources.

The firm serves RIAs from $500 million to over $250 billion in AUM, from those building their first private markets allocation to those with established programs seeking operational scalability.

Both. The platform provides access to fund commitments across multiple strategies and also creates white-labeled SPV vehicles for direct or co-investment exposure, aggregating advisor demand into single LP positions.

The platform is SOC 2 Type II compliant with role-based permissions, enterprise-grade audit trails, and controls designed for regulated wealth advisory firms. AI-powered features are built to support — not replace — advisor oversight and compliance workflows.