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ALLOCATE MANAGEMENT COMPANY, LLC

PALO ALTO, CA · CRD 316814 · IAPD ↗ · 650-331-4151

$3.00BRegulatory AUM
4Advisory reps
16Employees
0Clients
0Planning clients
98Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ALLOCATE MANAGEMENT COMPANY, LLC reported RAUM up 40% ($2.14B -> $3.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — ALLOCATE MANAGEMENT COMPANY, LLC moved its main office from MENLO PARK, CA to PALO ALTO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
December 2025 — ALLOCATE MANAGEMENT COMPANY, LLC crossed $1B in regulatory AUM ($930.6M -> $2.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — ALLOCATE MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — ALLOCATE MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($482.0M -> $930.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — ALLOCATE MANAGEMENT COMPANY, LLC reported RAUM up 95% ($247.0M -> $482.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.